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 | $227,832 | $109,413+108.2% | $156,263+45.8% | $84,808+168.6% |
| Participation rate | 92.6% | 72.7%+20.0pp | 78.9%+13.7pp | 68.3%+24.3pp |
| Annual return | 14.83% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,545 | $2,907-46.8% | $4,333-64.3% | $2,631-41.3% |
| Participant deferral / active EE | $11,056 | $4,590+140.9% | $6,158+79.5% | $4,212+162.5% |
| Admin fee / account holder | $4,798 | $9,357-48.7% | $14,255-66.3% | $7,344-34.7% |