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 | $183,739 | $157,256+16.8% | $141,162+30.2% | $152,861+20.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 72.24% | 64.32%+7.9pp | 71.39%+0.8pp | 345.32%-273.1pp |
| Employer contribution / active EE | $16,313 | $5,261+210.1% | $4,735+244.5% | $4,762+242.5% |
| Participant deferral / active EE | $5,734 | $7,109-19.3% | $6,709-14.5% | $5,850-2.0% |
| Admin fee / account holder | $16,897 | $12,120+39.4% | $10,261+64.7% | $11,596+45.7% |