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 | $223,259 | $214,378+4.1% | $200,582+11.3% | $142,382+56.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.23% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,502 | $6,841-78.0% | $6,419-76.6% | $4,299-65.1% |
| Participant deferral / active EE | $10,924 | $9,865+10.7% | $9,331+17.1% | $6,507+67.9% |
| Admin fee / account holder | $5,517 | $17,692-68.8% | $16,305-66.2% | $12,624-56.3% |