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 | $231,013 | $123,793+86.6% | $177,821+29.9% | $79,858+189.3% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 21.33% | 22.82%-1.5pp | 48.32%-27.0pp | 31.71%-10.4pp |
| Employer contribution / active EE | $7,853 | $4,095+91.8% | $5,918+32.7% | $2,471+217.8% |
| Participant deferral / active EE | $7,080 | $5,956+18.9% | $7,714-8.2% | $3,740+89.3% |
| Admin fee / account holder | $14,483 | $7,243+100.0% | $12,427+16.5% | $5,306+172.9% |