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 | $211,929 | $72,177+193.6% | $115,037+84.2% | $59,632+255.4% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | -1.96% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $5,751 | $2,841+102.4% | $4,608+24.8% | $2,203+161.1% |
| Participant deferral / active EE | $8,656 | $4,783+81.0% | $6,026+43.6% | $3,192+171.2% |
| Admin fee / account holder | $7,977 | $4,927+61.9% | $8,175-2.4% | $4,297+85.6% |