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 | $249,974 | $81,248+207.7% | $155,509+60.7% | $80,856+209.2% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.3pp | 67.6%+23.9pp |
| Annual return | 18.25% | 33.31%-15.1pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $6,781 | $3,100+118.7% | $4,672+45.1% | $2,755+146.2% |
| Participant deferral / active EE | $7,277 | $3,452+110.8% | $5,626+29.3% | $4,296+69.4% |
| Admin fee / account holder | $15,858 | $7,997+98.3% | $15,912-0.3% | $6,918+129.2% |