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 | $229,289 | $177,572+29.1% | $154,803+48.1% | $142,382+61.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.98% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,906 | $4,810-18.8% | $4,305-9.3% | $4,299-9.1% |
| Participant deferral / active EE | $11,429 | $6,272+82.2% | $5,540+106.3% | $6,507+75.6% |
| Admin fee / account holder | $9,309 | $16,786-44.5% | $14,329-35.0% | $12,624-26.3% |