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 | $209,810 | $109,881+90.9% | $150,045+39.8% | $84,808+147.4% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 22.98% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $4,801 | $3,561+34.8% | $4,693+2.3% | $2,631+82.5% |
| Participant deferral / active EE | $9,635 | $6,636+45.2% | $7,997+20.5% | $4,212+128.8% |
| Admin fee / account holder | $5,140 | $8,568-40.0% | $13,435-61.7% | $7,344-30.0% |