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 | $223,053 | $85,202+161.8% | $172,739+29.1% | $72,985+205.6% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 20.22% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,002 | $3,324-39.8% | $5,143-61.1% | $2,440-17.9% |
| Participant deferral / active EE | $3,438 | $3,260+5.4% | $5,198-33.9% | $3,607-4.7% |
| Admin fee / account holder | $1,780 | $5,884-69.7% | $13,954-87.2% | $5,124-65.3% |