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 | $205,955 | $73,933+178.6% | $96,683+113.0% | $75,163+174.0% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 18.96% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.7pp |
| Employer contribution / active EE | $5,652 | $2,928+93.0% | $3,737+51.2% | $2,670+111.7% |
| Participant deferral / active EE | $12,918 | $3,659+253.1% | $4,878+164.8% | $4,125+213.2% |
| Admin fee / account holder | $2,475 | $5,216-52.6% | $6,730-63.2% | $5,651-56.2% |