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 | $232,396 | $159,602+45.6% | $150,045+54.9% | $142,382+63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.61% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $12,457 | $4,961+151.1% | $4,693+165.4% | $4,299+189.8% |
| Participant deferral / active EE | $11,256 | $8,310+35.4% | $7,997+40.7% | $6,507+73.0% |
| Admin fee / account holder | $5,180 | $14,846-65.1% | $13,435-61.4% | $12,624-59.0% |