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 | $211,358 | $56,053+277.1% | $75,972+178.2% | $80,856+161.4% |
| Participation rate | 98.9% | 62.0%+36.8pp | 69.1%+29.8pp | 67.6%+31.2pp |
| Annual return | 17.08% | 20.53%-3.4pp | 359.55%-342.5pp | 35.59%-18.5pp |
| Employer contribution / active EE | $9,137 | $1,874+387.5% | $2,685+240.3% | $2,755+231.7% |
| Participant deferral / active EE | $16,206 | $3,052+431.0% | $4,255+280.8% | $4,296+277.2% |
| Admin fee / account holder | $3,550 | $5,234-32.2% | $6,467-45.1% | $6,918-48.7% |