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 | $224,295 | $78,705+185.0% | $117,854+90.3% | $70,131+219.8% |
| Participation rate | 94.3% | 73.2%+21.1pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 13.93% | 23.30%-9.4pp | 335.08%-321.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,185 | $2,223-1.7% | $3,786-42.3% | $2,342-6.7% |
| Participant deferral / active EE | $5,417 | $3,297+64.3% | $4,482+20.9% | $3,332+62.6% |
| Admin fee / account holder | $10,994 | $5,065+117.0% | $8,020+37.1% | $4,645+136.7% |