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 | $239,179 | $92,798+157.7% | $96,707+147.3% | $137,256+74.3% |
| Participation rate | 95.7% | 81.6%+14.0pp | 80.4%+15.3pp | 80.0%+15.7pp |
| Annual return | 13.08% | 31.24%-18.2pp | 34.78%-21.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $8,369 | $4,147+101.8% | $4,191+99.7% | $4,156+101.4% |
| Participant deferral / active EE | $5,622 | $5,877-4.3% | $5,997-6.3% | $6,407-12.3% |
| Admin fee / account holder | $10,690 | $7,946+34.5% | $7,503+42.5% | $12,270-12.9% |