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 | $189,075 | $148,534+27.3% | $135,903+39.1% | $139,434+35.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.64% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $10,252 | $5,243+95.5% | $4,856+111.1% | $4,751+115.8% |
| Participant deferral / active EE | $8,323 | $8,100+2.8% | $7,758+7.3% | $6,710+24.0% |
| Admin fee / account holder | $1,480 | $12,400-88.1% | $10,762-86.2% | $11,403-87.0% |