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 | $206,867 | $165,335+25.1% | $149,696+38.2% | $158,922+30.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.80% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $32,437 | $5,103+535.7% | $4,644+598.4% | $4,761+581.3% |
| Participant deferral / active EE | $24,165 | $7,181+236.5% | $6,842+253.2% | $5,982+304.0% |
| Admin fee / account holder | $1,757 | $10,807-83.7% | $9,309-81.1% | $11,246-84.4% |