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 | $233,894 | $81,248+187.9% | $155,509+50.4% | $80,856+189.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.35% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $7,066 | $3,100+127.9% | $4,672+51.2% | $2,755+156.5% |
| Participant deferral / active EE | $11,295 | $3,452+227.3% | $5,626+100.8% | $4,296+162.9% |
| Admin fee / account holder | $6,872 | $7,997-14.1% | $15,912-56.8% | $6,918-0.7% |