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 | $246,514 | $108,825+126.5% | $156,181+57.8% | $82,448+199.0% |
| Participation rate | 96.5% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 19.25% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,861 | $2,870-0.3% | $4,294-33.4% | $2,551+12.1% |
| Participant deferral / active EE | $9,697 | $4,577+111.9% | $6,132+58.1% | $4,139+134.3% |
| Admin fee / account holder | $11,816 | $9,341+26.5% | $14,586-19.0% | $7,234+63.3% |