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 | $220,245 | $177,572+24.0% | $154,803+42.3% | $142,382+54.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.32% | 65.07%-51.7pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,768 | $4,810-42.5% | $4,305-35.7% | $4,299-35.6% |
| Participant deferral / active EE | $13,462 | $6,272+114.7% | $5,540+143.0% | $6,507+106.9% |
| Admin fee / account holder | $586 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |