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 | $199,189 | $114,381+74.1% | $107,525+85.2% | $142,382+39.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 16.48% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,368 | $4,015-16.1% | $3,754-10.3% | $4,299-21.7% |
| Participant deferral / active EE | $10,559 | $5,564+89.8% | $5,116+106.4% | $6,507+62.3% |
| Admin fee / account holder | $11,339 | $9,860+15.0% | $8,919+27.1% | $12,624-10.2% |