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 | $192,295 | $150,187+28.0% | $120,354+59.8% | $145,922+31.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.04% | 154.07%-137.0pp | 107.15%-90.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $5,894 | $4,348+35.6% | $3,463+70.2% | $4,660+26.5% |
| Participant deferral / active EE | $6,416 | $6,173+3.9% | $4,991+28.6% | $6,688-4.1% |
| Admin fee / account holder | $28,971 | $12,207+137.3% | $9,423+207.5% | $13,397+116.3% |