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 | $231,771 | $88,672+161.4% | $105,223+120.3% | $82,448+181.1% |
| Participation rate | 87.1% | 67.9%+19.2pp | 75.0%+12.1pp | 68.1%+19.0pp |
| Annual return | 17.15% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,475 | $3,048-18.8% | $3,689-32.9% | $2,551-3.0% |
| Participant deferral / active EE | $8,448 | $4,036+109.3% | $5,072+66.6% | $4,139+104.1% |
| Admin fee / account holder | $11,085 | $7,146+55.1% | $8,859+25.1% | $7,234+53.2% |