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 | $215,988 | $86,929+148.5% | $102,423+110.9% | $80,856+167.1% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.6%+26.6pp |
| Annual return | 17.25% | 18.88%-1.6pp | 29.32%-12.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,914 | $2,369+107.4% | $3,023+62.5% | $2,755+78.4% |
| Participant deferral / active EE | $8,099 | $4,118+96.7% | $5,053+60.3% | $4,296+88.5% |
| Admin fee / account holder | $12,028 | $8,049+49.4% | $9,451+27.3% | $6,918+73.9% |