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 | $205,729 | $95,416+115.6% | $185,823+10.7% | $85,850+139.6% |
| Participation rate | 90.9% | 68.8%+22.1pp | 81.7%+9.2pp | 69.3%+21.6pp |
| Annual return | 17.23% | 23.59%-6.4pp | 122.05%-104.8pp | 318.53%-301.3pp |
| Employer contribution / active EE | $5,756 | $3,314+73.7% | $5,167+11.4% | $2,565+124.4% |
| Participant deferral / active EE | $5,944 | $3,423+73.6% | $5,568+6.8% | $3,952+50.4% |
| Admin fee / account holder | $2,579 | $7,213-64.2% | $16,237-84.1% | $6,260-58.8% |