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 | $198,379 | $52,580+277.3% | $71,671+176.8% | $70,131+182.9% |
| Participation rate | 92.9% | 60.9%+32.0pp | 68.7%+24.1pp | 69.5%+23.3pp |
| Annual return | 17.79% | 20.25%-2.5pp | 20.65%-2.9pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,523 | $1,616+118.0% | $2,460+43.2% | $2,342+50.4% |
| Participant deferral / active EE | $7,994 | $2,386+235.0% | $3,438+132.5% | $3,332+139.9% |
| Admin fee / account holder | $6,215 | $3,653+70.1% | $5,558+11.8% | $4,645+33.8% |