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 | $217,041 | $76,552+183.5% | $123,892+75.2% | $62,891+245.1% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 6.08% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,462 | $2,883-14.6% | $4,617-46.7% | $2,281+8.0% |
| Participant deferral / active EE | $9,253 | $4,840+91.2% | $5,984+54.6% | $3,203+188.9% |
| Admin fee / account holder | $31,195 | $4,826+546.4% | $8,357+273.3% | $4,296+626.2% |