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 | $180,620 | $157,256+14.9% | $141,162+28.0% | $152,861+18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.39% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $13,627 | $5,261+159.0% | $4,735+187.8% | $4,762+186.1% |
| Participant deferral / active EE | $7,816 | $7,109+9.9% | $6,709+16.5% | $5,850+33.6% |
| Admin fee / account holder | $1,582 | $12,120-86.9% | $10,261-84.6% | $11,596-86.4% |