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 | $213,090 | $85,202+150.1% | $172,739+23.4% | $72,985+192.0% |
| Participation rate | 91.5% | 70.1%+21.5pp | 82.6%+8.9pp | 69.5%+22.1pp |
| Annual return | 21.61% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,558 | $3,260+39.8% | $5,198-12.3% | $3,607+26.4% |
| Admin fee / account holder | $12,665 | $5,884+115.3% | $13,954-9.2% | $5,124+147.2% |