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 | $188,132 | $100,970+86.3% | $96,576+94.8% | $137,256+37.1% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 14.81% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,007 | $3,809+110.2% | $3,553+125.3% | $4,156+92.7% |
| Participant deferral / active EE | $15,672 | $8,286+89.1% | $7,956+97.0% | $6,407+144.6% |
| Admin fee / account holder | $26,709 | $11,312+136.1% | $11,381+134.7% | $12,270+117.7% |