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 | $184,588 | $82,032+125.0% | $123,104+49.9% | $59,632+209.5% |
| Participation rate | 93.9% | 83.2%+10.7pp | 86.8%+7.2pp | 68.7%+25.3pp |
| Annual return | 1.28% | 5.12%-3.8pp | 13.22%-11.9pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $9,552 | $3,297+189.7% | $5,151+85.4% | $2,203+333.7% |
| Participant deferral / active EE | $14,851 | $4,667+218.2% | $6,230+138.4% | $3,192+365.3% |
| Admin fee / account holder | $39,059 | $5,881+564.2% | $9,015+333.3% | $4,297+809.0% |