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 | $213,759 | $91,190+134.4% | $178,490+19.8% | $79,858+167.7% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 16.56% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $8,928 | $3,256+174.2% | $5,011+78.2% | $2,471+261.3% |
| Participant deferral / active EE | $5,029 | $3,236+55.4% | $5,202-3.3% | $3,740+34.5% |
| Admin fee / account holder | $3,048 | $6,751-54.9% | $13,984-78.2% | $5,306-42.6% |