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 | $112,444 | $86,286+30.3% | $111,297+1.0% | $85,850+31.0% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 11.16% | 19.99%-8.8pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $4,021 | $2,043+96.8% | $2,731+47.2% | $2,565+56.7% |
| Participant deferral / active EE | $7,609 | $3,641+109.0% | $4,487+69.6% | $3,952+92.5% |
| Admin fee / account holder | $22,647 | $8,188+176.6% | $7,964+184.4% | $6,260+261.8% |