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 | $205,887 | $93,571+120.0% | $135,903+51.5% | $75,163+173.9% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 18.31% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,308 | $3,537-6.5% | $4,856-31.9% | $2,670+23.9% |
| Participant deferral / active EE | $7,702 | $6,404+20.3% | $7,758-0.7% | $4,125+86.7% |
| Admin fee / account holder | $13,599 | $6,975+95.0% | $10,762+26.4% | $5,651+140.6% |