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 | $246,938 | $89,753+175.1% | $107,525+129.7% | $84,808+191.2% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 18.29% | 29.48%-11.2pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $30,799 | $3,113+889.2% | $3,754+720.5% | $2,631+1070.6% |
| Participant deferral / active EE | $2,984 | $4,056-26.4% | $5,116-41.7% | $4,212-29.1% |
| Admin fee / account holder | $3,739 | $7,222-48.2% | $8,919-58.1% | $7,344-49.1% |