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 | $242,985 | $109,881+121.1% | $150,045+61.9% | $84,808+186.5% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 16.23% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,003 | $3,561-71.8% | $4,693-78.6% | $2,631-61.9% |
| Participant deferral / active EE | $9,322 | $6,636+40.5% | $7,997+16.6% | $4,212+121.3% |
| Admin fee / account holder | $18,083 | $8,568+111.0% | $13,435+34.6% | $7,344+146.2% |