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 | $236,472 | $90,503+161.3% | $78,689+200.5% | $273,961-13.7% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 33.56% | 75.60%-42.0pp | 62.18%-28.6pp | 41.45%-7.9pp |
| Employer contribution / active EE | $5,314 | $3,176+67.3% | $2,851+86.4% | $4,869+9.1% |
| Participant deferral / active EE | $11,061 | $3,901+183.5% | $3,517+214.5% | $5,287+109.2% |
| Admin fee / account holder | $30,439 | $5,263+478.3% | $4,510+574.9% | $10,132+200.4% |