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 | $206,331 | $76,552+169.5% | $123,892+66.5% | $62,891+228.1% |
| Participation rate | 94.0% | 73.0%+21.0pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 10.49% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.7pp |
| Employer contribution / active EE | $23,553 | $2,883+717.1% | $4,617+410.1% | $2,281+932.6% |
| Participant deferral / active EE | $3,501 | $4,840-27.7% | $5,984-41.5% | $3,203+9.3% |
| Admin fee / account holder | $12,393 | $4,826+156.8% | $8,357+48.3% | $4,296+188.5% |