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 | $248,238 | $109,881+125.9% | $150,045+65.4% | $84,808+192.7% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.5pp | 68.3%+29.6pp |
| Annual return | 16.17% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,232 | $3,561-9.2% | $4,693-31.1% | $2,631+22.9% |
| Participant deferral / active EE | $15,193 | $6,636+129.0% | $7,997+90.0% | $4,212+260.7% |
| Admin fee / account holder | $11,631 | $8,568+35.8% | $13,435-13.4% | $7,344+58.4% |