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 | $188,034 | $52,279+259.7% | $89,391+110.4% | $79,858+135.5% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 22.01% | 22.16%-0.2pp | 245.62%-223.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $9,048 | $1,572+475.7% | $2,586+249.9% | $2,471+266.2% |
| Participant deferral / active EE | $8,280 | $2,740+202.2% | $3,890+112.9% | $3,740+121.4% |
| Admin fee / account holder | $861 | $3,356-74.4% | $4,881-82.4% | $5,306-83.8% |