See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,863 | $73,787+210.2% | $98,716+131.8% | $82,448+177.6% |
| Participation rate | 80.4% | 61.4%+19.0pp | 69.3%+11.1pp | 68.1%+12.4pp |
| Annual return | 15.56% | 18.57%-3.0pp | 31.81%-16.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,574 | $1,511+70.3% | $2,279+12.9% | $2,551+0.9% |
| Participant deferral / active EE | $4,678 | $3,081+51.8% | $4,048+15.6% | $4,139+13.0% |
| Admin fee / account holder | $7,408 | $6,500+14.0% | $8,703-14.9% | $7,234+2.4% |