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 | $246,024 | $93,571+162.9% | $135,903+81.0% | $75,163+227.3% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 20.31% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,257 | $3,537+20.4% | $4,856-12.3% | $2,670+59.5% |
| Participant deferral / active EE | $8,956 | $6,404+39.8% | $7,758+15.4% | $4,125+117.1% |
| Admin fee / account holder | $24,197 | $6,975+246.9% | $10,762+124.8% | $5,651+328.2% |