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 | $219,938 | $93,571+135.0% | $135,903+61.8% | $75,163+192.6% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 18.03% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,063 | $3,537+14.9% | $4,856-16.3% | $2,670+52.2% |
| Participant deferral / active EE | $8,313 | $6,404+29.8% | $7,758+7.2% | $4,125+101.5% |
| Admin fee / account holder | $21,506 | $6,975+208.3% | $10,762+99.8% | $5,651+280.6% |