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 | $212,333 | $72,012+194.9% | $185,823+14.3% | $79,858+165.9% |
| Participation rate | 93.1% | 65.8%+27.3pp | 78.0%+15.1pp | 69.6%+23.5pp |
| Annual return | 23.14% | 23.12%0pp | 35.95%-12.8pp | 31.71%-8.6pp |
| Employer contribution / active EE | $7,970 | $1,965+305.7% | $4,087+95.0% | $2,471+222.5% |
| Participant deferral / active EE | $14,420 | $3,779+281.6% | $5,632+156.0% | $3,740+285.5% |
| Admin fee / account holder | $3,503 | $4,513-22.4% | $9,500-63.1% | $5,306-34.0% |