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 | $212,886 | $84,233+152.7% | $170,442+24.9% | $70,131+203.6% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 18.95% | 23.06%-4.1pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $9,042 | $3,387+167.0% | $5,433+66.4% | $2,342+286.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,657 | $5,698-53.4% | $13,880-80.9% | $4,645-42.8% |