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 | $236,937 | $183,519+29.1% | $155,509+52.4% | $145,922+62.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.51% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,916 | $5,313+67.8% | $4,672+90.8% | $4,660+91.3% |
| Participant deferral / active EE | $8,847 | $6,462+36.9% | $5,626+57.3% | $6,688+32.3% |
| Admin fee / account holder | $54,329 | $19,313+181.3% | $15,912+241.4% | $13,397+305.5% |