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 | $239,964 | $183,519+30.8% | $155,509+54.3% | $145,922+64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.70% | 61.17%-38.5pp | 64.67%-42.0pp | 561.29%-538.6pp |
| Employer contribution / active EE | $6,656 | $5,313+25.3% | $4,672+42.4% | $4,660+42.8% |
| Participant deferral / active EE | $9,277 | $6,462+43.6% | $5,626+64.9% | $6,688+38.7% |
| Admin fee / account holder | $3,076 | $19,313-84.1% | $15,912-80.7% | $13,397-77.0% |