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 | $203,228 | $165,984+22.4% | $164,813+23.3% | $145,922+39.3% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 14.50% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $6,930 | $5,273+31.4% | $4,341+59.7% | $4,660+48.7% |
| Participant deferral / active EE | $15,152 | $6,959+117.7% | $6,031+151.2% | $6,688+126.6% |
| Admin fee / account holder | $44,902 | $16,648+169.7% | $12,690+253.8% | $13,397+235.2% |