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 | $106,749+127.6% | $145,433+67.1% | $82,448+194.7% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 16.23% | 27.59%-11.4pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,003 | $3,444-70.9% | $4,554-78.0% | $2,551-60.7% |
| Participant deferral / active EE | $9,322 | $6,519+43.0% | $7,897+18.0% | $4,139+125.2% |
| Admin fee / account holder | $18,083 | $8,390+115.5% | $13,129+37.7% | $7,234+150.0% |