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 | $203,559 | $177,572+14.6% | $154,803+31.5% | $142,382+43.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.13% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,703 | $4,810+18.5% | $4,305+32.4% | $4,299+32.6% |
| Participant deferral / active EE | $10,425 | $6,272+66.2% | $5,540+88.2% | $6,507+60.2% |
| Admin fee / account holder | $29,956 | $16,786+78.5% | $14,329+109.1% | $12,624+137.3% |