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 | $236,935 | $81,248+191.6% | $155,509+52.4% | $80,856+193.0% |
| Participation rate | 94.5% | 66.2%+28.3pp | 78.2%+16.4pp | 67.6%+26.9pp |
| Annual return | 16.81% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $7,158 | $3,100+130.9% | $4,672+53.2% | $2,755+159.9% |
| Participant deferral / active EE | $4,652 | $3,452+34.8% | $5,626-17.3% | $4,296+8.3% |
| Admin fee / account holder | $2,402 | $7,997-70.0% | $15,912-84.9% | $6,918-65.3% |