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 | $230,893 | $109,881+110.1% | $150,045+53.9% | $84,808+172.3% |
| Participation rate | 77.3% | 76.1%+1.2pp | 82.3%-5.0pp | 68.3%+9.0pp |
| Annual return | 14.86% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,545 | $3,561+27.6% | $4,693-3.1% | $2,631+72.8% |
| Participant deferral / active EE | $8,151 | $6,636+22.8% | $7,997+1.9% | $4,212+93.5% |
| Admin fee / account holder | $92,359 | $8,568+978.0% | $13,435+587.5% | $7,344+1157.7% |