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 | $204,915 | $138,385+48.1% | $184,200+11.2% | $80,874+153.4% |
| Participation rate | 90.6% | 83.9%+6.8pp | 86.8%+3.8pp | 67.6%+23.0pp |
| Annual return | 20.61% | 20.02%+0.6pp | 28.80%-8.2pp | 35.62%-15.0pp |
| Employer contribution / active EE | $7,678 | $4,849+58.3% | $6,424+19.5% | $2,756+178.6% |
| Participant deferral / active EE | $20,830 | $7,073+194.5% | $9,132+128.1% | $4,297+384.8% |
| Admin fee / account holder | $21,845 | $10,483+108.4% | $13,907+57.1% | $6,935+215.0% |