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 | $247,578 | $101,724+143.4% | $164,813+50.2% | $80,856+206.2% |
| Participation rate | 71.6% | 71.8%-0.2pp | 78.6%-7.0pp | 67.6%+4.0pp |
| Annual return | 11.77% | 16.72%-4.9pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,925 | $2,953+32.9% | $4,341-9.6% | $2,755+42.5% |
| Participant deferral / active EE | $6,404 | $4,477+43.0% | $6,031+6.2% | $4,296+49.1% |
| Admin fee / account holder | $11,448 | $8,227+39.2% | $12,690-9.8% | $6,918+65.5% |