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 | $243,009 | $64,480+276.9% | $81,382+198.6% | $80,856+200.5% |
| Participation rate | 93.9% | 63.9%+30.1pp | 69.5%+24.5pp | 67.6%+26.3pp |
| Annual return | 11.96% | 16.34%-4.4pp | 24.73%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,169 | $1,978+60.2% | $2,463+28.7% | $2,755+15.0% |
| Participant deferral / active EE | $6,116 | $3,094+97.7% | $3,883+57.5% | $4,296+42.4% |
| Admin fee / account holder | $5,503 | $5,671-3.0% | $5,768-4.6% | $6,918-20.5% |