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 | $119,093 | $144,119-17.4% | $117,854+1.1% | $147,584-19.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 16.55% | 531.15%-514.6pp | 335.08%-318.5pp | 578.55%-562.0pp |
| Employer contribution / active EE | $12,414 | $4,896+153.5% | $3,786+227.9% | $4,876+154.6% |
| Participant deferral / active EE | $11,628 | $5,316+118.7% | $4,482+159.4% | $5,439+113.8% |
| Admin fee / account holder | $42,218 | $10,886+287.8% | $8,020+426.4% | $10,885+287.8% |