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 | $248,941 | $59,839+316.0% | $81,983+203.6% | $79,858+211.7% |
| Participation rate | 97.2% | 61.6%+35.6pp | 69.2%+28.0pp | 69.6%+27.6pp |
| Annual return | 19.73% | 17.56%+2.2pp | 41.31%-21.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $4,494 | $1,713+162.3% | $2,498+79.9% | $2,471+81.9% |
| Participant deferral / active EE | $11,714 | $2,695+334.6% | $3,722+214.7% | $3,740+213.2% |
| Admin fee / account holder | $7,645 | $4,287+78.3% | $5,664+35.0% | $5,306+44.1% |