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 | $248,408 | $81,248+205.7% | $155,509+59.7% | $80,856+207.2% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 14.11% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,478 | $3,100-52.3% | $4,672-68.4% | $2,755-46.4% |
| Participant deferral / active EE | $6,409 | $3,452+85.7% | $5,626+13.9% | $4,296+49.2% |
| Admin fee / account holder | $8,160 | $7,997+2.0% | $15,912-48.7% | $6,918+17.9% |