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 | $206,622 | $91,190+126.6% | $178,490+15.8% | $79,858+158.7% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 18.63% | 24.19%-5.6pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,909 | $3,256+81.5% | $5,011+17.9% | $2,471+139.2% |
| Participant deferral / active EE | $5,591 | $3,236+72.8% | $5,202+7.5% | $3,740+49.5% |
| Admin fee / account holder | $2,035 | $6,751-69.9% | $13,984-85.4% | $5,306-61.6% |