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 | $199,291 | $89,753+122.0% | $107,525+85.3% | $84,808+135.0% |
| Participation rate | 94.6% | 68.1%+26.6pp | 75.1%+19.5pp | 68.3%+26.3pp |
| Annual return | 14.28% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,602 | $3,113+112.0% | $3,754+75.9% | $2,631+150.9% |
| Participant deferral / active EE | $9,844 | $4,056+142.7% | $5,116+92.4% | $4,212+133.7% |
| Admin fee / account holder | $12,760 | $7,222+76.7% | $8,919+43.1% | $7,344+73.8% |