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 | $240,848 | $177,572+35.6% | $154,803+55.6% | $142,382+69.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.41% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $11,982 | $4,810+149.1% | $4,305+178.3% | $4,299+178.7% |
| Participant deferral / active EE | $5,585 | $6,272-10.9% | $5,540+0.8% | $6,507-14.2% |
| Admin fee / account holder | $1,757 | $16,786-89.5% | $14,329-87.7% | $12,624-86.1% |