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 | $224,480 | $81,248+176.3% | $155,509+44.4% | $80,856+177.6% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.6%+16.3pp |
| Annual return | 13.14% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $10,460 | $3,100+237.4% | $4,672+123.9% | $2,755+279.7% |
| Participant deferral / active EE | $3,545 | $3,452+2.7% | $5,626-37.0% | $4,296-17.5% |
| Admin fee / account holder | $22,853 | $7,997+185.8% | $15,912+43.6% | $6,918+230.3% |