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 | $233,584 | $106,749+118.8% | $145,433+60.6% | $82,448+183.3% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.5pp |
| Annual return | 16.88% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $3,936 | $3,444+14.3% | $4,554-13.6% | $2,551+54.3% |
| Participant deferral / active EE | $8,429 | $6,519+29.3% | $7,897+6.7% | $4,139+103.6% |
| Admin fee / account holder | $3,885 | $8,390-53.7% | $13,129-70.4% | $7,234-46.3% |