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 | $232,461 | $210,648+10.4% | $177,989+30.6% | $145,922+59.3% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 13.23% | 385.86%-372.6pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $19,738 | $4,565+332.4% | $3,949+399.9% | $4,660+323.6% |
| Participant deferral / active EE | $5,979 | $6,958-14.1% | $6,276-4.7% | $6,688-10.6% |
| Admin fee / account holder | $11,994 | $12,013-0.2% | $10,363+15.7% | $13,397-10.5% |