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 | $155,228 | $81,460+90.6% | $103,333+50.2% | $80,856+92.0% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 17.16% | 25.55%-8.4pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $10,009 | $3,105+222.3% | $3,868+158.8% | $2,755+263.3% |
| Participant deferral / active EE | $8,401 | $3,869+117.2% | $5,057+66.1% | $4,296+95.6% |
| Admin fee / account holder | $22,095 | $6,566+236.5% | $8,355+164.5% | $6,918+219.4% |