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 | $194,125 | $95,803+102.6% | $113,168+71.5% | $84,808+128.9% |
| Participation rate | 98.4% | 72.9%+25.5pp | 76.6%+21.8pp | 68.3%+30.1pp |
| Annual return | 16.29% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,801 | $2,360+188.2% | $2,975+128.6% | $2,631+158.5% |
| Participant deferral / active EE | $7,962 | $4,242+87.7% | $5,107+55.9% | $4,212+89.1% |
| Admin fee / account holder | $10,582 | $8,989+17.7% | $12,068-12.3% | $7,344+44.1% |