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 | $235,311 | $74,888+214.2% | $71,209+230.5% | $142,382+65.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 17.27% | 345.14%-327.9pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,618 | $2,854-43.3% | $2,721-40.5% | $4,299-62.4% |
| Participant deferral / active EE | $3,785 | $4,454-15.0% | $4,175-9.3% | $6,507-41.8% |
| Admin fee / account holder | $4,415 | $5,568-20.7% | $5,349-17.5% | $12,624-65.0% |