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 | $201,816 | $98,750+104.4% | $149,696+34.8% | $79,858+152.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 16.75% | 27.43%-10.7pp | 276.60%-259.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $8,240 | $3,216+156.2% | $4,644+77.4% | $2,471+233.5% |
| Participant deferral / active EE | $11,071 | $5,680+94.9% | $6,842+61.8% | $3,740+196.0% |
| Admin fee / account holder | $5,357 | $6,053-11.5% | $9,309-42.5% | $5,306+1.0% |