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 | $249,516 | $154,228+61.8% | $145,433+71.6% | $137,256+81.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.86% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,092 | $4,804-35.6% | $4,554-32.1% | $4,156-25.6% |
| Participant deferral / active EE | $6,108 | $8,216-25.7% | $7,897-22.7% | $6,407-4.7% |
| Admin fee / account holder | $14,325 | $14,344-0.1% | $13,129+9.1% | $12,270+16.7% |