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 | $222,072 | $86,929+155.5% | $102,423+116.8% | $80,856+174.6% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.6%+26.3pp |
| Annual return | 11.80% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $7,754 | $2,369+227.2% | $3,023+156.5% | $2,755+181.5% |
| Participant deferral / active EE | $14,401 | $4,118+249.7% | $5,053+185.0% | $4,296+235.2% |
| Admin fee / account holder | $29,470 | $8,049+266.1% | $9,451+211.8% | $6,918+326.0% |