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 | $241,998 | $111,535+117.0% | $105,223+130.0% | $137,256+76.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 16.18% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,321 | $3,939+60.5% | $3,689+71.4% | $4,156+52.1% |
| Participant deferral / active EE | $5,749 | $5,500+4.5% | $5,072+13.4% | $6,407-10.3% |
| Admin fee / account holder | $4,394 | $9,721-54.8% | $8,859-50.4% | $12,270-64.2% |