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 | $143,146 | $48,076+197.7% | $78,689+81.9% | $62,891+127.6% |
| Participation rate | 85.9% | 65.2%+20.7pp | 73.6%+12.4pp | 69.3%+16.6pp |
| Annual return | 9.48% | 31.35%-21.9pp | 62.18%-52.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,329 | $2,015+65.2% | $2,851+16.8% | $2,281+46.0% |
| Participant deferral / active EE | $4,340 | $2,588+67.7% | $3,517+23.4% | $3,203+35.5% |
| Admin fee / account holder | $2,030 | $3,207-36.7% | $4,510-55.0% | $4,296-52.7% |