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 | $213,995 | $65,041+229.0% | $90,951+135.3% | $79,858+168.0% |
| Participation rate | 79.4% | 61.6%+17.8pp | 69.0%+10.4pp | 69.6%+9.8pp |
| Annual return | 29.12% | 30.45%-1.3pp | 134.60%-105.5pp | 31.71%-2.6pp |
| Employer contribution / active EE | $2,222 | $1,247+78.2% | $2,122+4.7% | $2,471-10.1% |
| Participant deferral / active EE | $3,860 | $2,512+53.7% | $3,373+14.5% | $3,740+3.2% |
| Admin fee / account holder | $20,441 | $4,536+350.6% | $5,959+243.1% | $5,306+285.2% |