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 | $191,610 | $78,520+144.0% | $96,576+98.4% | $82,448+132.4% |
| Participation rate | 86.7% | 77.7%+8.9pp | 81.4%+5.2pp | 68.1%+18.6pp |
| Annual return | 17.23% | 41.30%-24.1pp | 38.47%-21.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $7,290 | $2,630+177.2% | $3,553+105.2% | $2,551+185.8% |
| Participant deferral / active EE | $16,448 | $6,754+143.5% | $7,956+106.7% | $4,139+297.4% |
| Admin fee / account holder | $26,657 | $13,455+98.1% | $11,381+134.2% | $7,234+268.5% |