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 | $201,792 | $87,013+131.9% | $106,213+90.0% | $80,856+149.6% |
| Participation rate | 91.5% | 70.4%+21.1pp | 75.3%+16.2pp | 67.6%+23.9pp |
| Annual return | 12.42% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,108 | $2,395-53.8% | $3,171-65.1% | $2,755-59.8% |
| Participant deferral / active EE | $7,116 | $3,986+78.5% | $5,016+41.9% | $4,296+65.6% |
| Admin fee / account holder | $9,581 | $8,431+13.6% | $11,033-13.2% | $6,918+38.5% |