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 | $212,003 | $58,512+262.3% | $84,015+152.3% | $72,985+190.5% |
| Participation rate | 94.3% | 61.2%+33.1pp | 69.0%+25.3pp | 69.5%+24.8pp |
| Annual return | 21.87% | 28.93%-7.1pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,011 | $1,163+72.9% | $1,983+1.4% | $2,440-17.6% |
| Participant deferral / active EE | $6,555 | $2,394+173.8% | $3,239+102.4% | $3,607+81.7% |
| Admin fee / account holder | $461 | $4,569-89.9% | $6,101-92.4% | $5,124-91.0% |