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 | $225,374 | $86,929+159.3% | $102,423+120.0% | $80,856+178.7% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 23.83% | 18.88%+5.0pp | 29.32%-5.5pp | 35.59%-11.8pp |
| Employer contribution / active EE | $4,477 | $2,369+88.9% | $3,023+48.1% | $2,755+62.5% |
| Participant deferral / active EE | $15,260 | $4,118+270.5% | $5,053+202.0% | $4,296+255.2% |
| Admin fee / account holder | $9,703 | $8,049+20.5% | $9,451+2.7% | $6,918+40.3% |