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 | $203,304 | $55,706+265.0% | $75,886+167.9% | $72,985+178.6% |
| Participation rate | 97.6% | 61.1%+36.4pp | 69.3%+28.3pp | 69.5%+28.1pp |
| Annual return | 19.52% | 27.59%-8.1pp | 30.76%-11.2pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,350 | $1,687+98.6% | $2,500+34.0% | $2,440+37.3% |
| Participant deferral / active EE | $9,195 | $2,634+249.1% | $3,603+155.2% | $3,607+154.9% |
| Admin fee / account holder | $1,437 | $3,978-63.9% | $5,418-73.5% | $5,124-72.0% |