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 | $244,751 | $165,335+48.0% | $149,696+63.5% | $158,922+54.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.68% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $5,141 | $5,103+0.8% | $4,644+10.7% | $4,761+8.0% |
| Participant deferral / active EE | $4,295 | $7,181-40.2% | $6,842-37.2% | $5,982-28.2% |
| Admin fee / account holder | $2,745 | $10,807-74.6% | $9,309-70.5% | $11,246-75.6% |