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 | $198,230 | $109,881+80.4% | $150,045+32.1% | $84,808+133.7% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 16.63% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $7,431 | $3,561+108.7% | $4,693+58.3% | $2,631+182.4% |
| Participant deferral / active EE | $18,011 | $6,636+171.4% | $7,997+125.2% | $4,212+327.6% |
| Admin fee / account holder | $16,286 | $8,568+90.1% | $13,435+21.2% | $7,344+121.8% |