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 | $217,134 | $198,466+9.4% | $170,442+27.4% | $147,584+47.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.04% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $5,837 | $6,184-5.6% | $5,433+7.4% | $4,876+19.7% |
| Participant deferral / active EE | $5,596 | $5,629-0.6% | $4,939+13.3% | $5,439+2.9% |
| Admin fee / account holder | $30,799 | $16,852+82.8% | $13,880+121.9% | $10,885+182.9% |