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 | $221,439 | $123,793+78.9% | $177,821+24.5% | $79,858+177.3% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 13.28% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $10,130 | $4,095+147.4% | $5,918+71.2% | $2,471+310.0% |
| Participant deferral / active EE | $17,521 | $5,956+194.2% | $7,714+127.1% | $3,740+368.5% |
| Admin fee / account holder | $9,757 | $7,243+34.7% | $12,427-21.5% | $5,306+83.9% |