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 | $241,276 | $77,899+209.7% | $149,673+61.2% | $75,163+221.0% |
| Participation rate | 90.7% | 65.6%+25.1pp | 78.8%+11.9pp | 67.2%+23.5pp |
| Annual return | 17.70% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,757 | $3,137-44.0% | $4,818-63.5% | $2,670-34.2% |
| Participant deferral / active EE | $5,932 | $3,411+73.9% | $5,680+4.4% | $4,125+43.8% |
| Admin fee / account holder | $19,438 | $5,956+226.4% | $13,210+47.2% | $5,651+244.0% |