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 | $223,539 | $76,552+192.0% | $123,892+80.4% | $62,891+255.4% |
| Participation rate | 98.3% | 73.0%+25.3pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 14.35% | 18.68%-4.3pp | 47.52%-33.2pp | 20.14%-5.8pp |
| Employer contribution / active EE | $2,883 | $2,8830% | $4,617-37.6% | $2,281+26.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $651 | $4,826-86.5% | $8,357-92.2% | $4,296-84.8% |