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 | $227,533 | $72,492+213.9% | $87,100+161.2% | $72,985+211.8% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 23.95% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $13,017 | $1,894+587.3% | $2,521+416.3% | $2,440+433.5% |
| Participant deferral / active EE | $5,359 | $3,270+63.9% | $4,049+32.4% | $3,607+48.6% |
| Admin fee / account holder | $9,963 | $5,055+97.1% | $7,497+32.9% | $5,124+94.4% |