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 | $203,514 | $106,584+90.9% | $101,326+100.9% | $142,382+42.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.58% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,701 | $3,956+18.8% | $3,665+28.2% | $4,299+9.3% |
| Participant deferral / active EE | $17,221 | $8,297+107.6% | $7,994+115.4% | $6,507+164.6% |
| Admin fee / account holder | $37,124 | $11,446+224.3% | $11,185+231.9% | $12,624+194.1% |