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 | $217,854 | $57,065+281.8% | $75,670+187.9% | $70,131+210.6% |
| Participation rate | 96.9% | 68.1%+28.8pp | 72.3%+24.5pp | 69.5%+27.3pp |
| Annual return | 13.89% | 23.57%-9.7pp | 27.34%-13.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,142 | $1,817+73.0% | $2,352+33.6% | $2,342+34.1% |
| Participant deferral / active EE | $12,049 | $2,580+367.1% | $3,142+283.5% | $3,332+261.7% |
| Admin fee / account holder | $46,016 | $3,825+1103.0% | $5,800+693.4% | $4,645+890.6% |