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 | $187,291 | $177,572+5.5% | $154,803+21.0% | $142,382+31.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.58% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $9,286 | $4,810+93.0% | $4,305+115.7% | $4,299+116.0% |
| Participant deferral / active EE | $8,467 | $6,272+35.0% | $5,540+52.8% | $6,507+30.1% |
| Admin fee / account holder | $8,125 | $16,786-51.6% | $14,329-43.3% | $12,624-35.6% |