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 | $206,221 | $105,998+94.6% | $92,233+123.6% | $147,584+39.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 20.22% | 50.05%-29.8pp | 176.28%-156.1pp | 578.55%-558.3pp |
| Employer contribution / active EE | $4,342 | $4,333+0.2% | $3,679+18.0% | $4,876-11.0% |
| Participant deferral / active EE | $10,831 | $4,478+141.9% | $3,897+178.0% | $5,439+99.2% |
| Admin fee / account holder | $2,488 | $6,332-60.7% | $5,194-52.1% | $10,885-77.1% |