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 | $203,723 | $95,416+113.5% | $185,823+9.6% | $85,850+137.3% |
| Participation rate | 79.2% | 68.8%+10.5pp | 81.7%-2.5pp | 69.3%+9.9pp |
| Annual return | 13.12% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,661 | $3,314+10.5% | $5,167-29.1% | $2,565+42.7% |
| Participant deferral / active EE | $1,371 | $3,423-59.9% | $5,568-75.4% | $3,952-65.3% |
| Admin fee / account holder | $17,791 | $7,213+146.7% | $16,237+9.6% | $6,260+184.2% |