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 | $202,677 | $48,076+321.6% | $78,689+157.6% | $62,891+222.3% |
| Participation rate | 98.4% | 65.2%+33.2pp | 73.6%+24.8pp | 69.3%+29.1pp |
| Annual return | 10.32% | 31.35%-21.0pp | 62.18%-51.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $16,250 | $2,015+706.6% | $2,851+470.1% | $2,281+612.5% |
| Participant deferral / active EE | $9,395 | $2,588+263.1% | $3,517+167.1% | $3,203+193.3% |
| Admin fee / account holder | $5,597 | $3,207+74.5% | $4,510+24.1% | $4,296+30.3% |