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 | $193,007 | $80,717+139.1% | $154,803+24.7% | $84,808+127.6% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 21.16% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,185 | $2,761+51.6% | $4,305-2.8% | $2,631+59.1% |
| Participant deferral / active EE | $12,548 | $3,303+279.9% | $5,540+126.5% | $4,212+198.0% |
| Admin fee / account holder | $3,015 | $6,746-55.3% | $14,329-79.0% | $7,344-58.9% |