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 | $218,012 | $109,413+99.3% | $156,263+39.5% | $84,808+157.1% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 18.07% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,062 | $2,907+39.7% | $4,333-6.3% | $2,631+54.4% |
| Participant deferral / active EE | $12,376 | $4,590+169.6% | $6,158+101.0% | $4,212+193.8% |
| Admin fee / account holder | $3,529 | $9,357-62.3% | $14,255-75.2% | $7,344-51.9% |