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 | $190,991 | $159,934+19.4% | $147,005+29.9% | $145,959+30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.88% | 98.24%-80.4pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $5,308 | $5,287+0.4% | $4,934+7.6% | $4,661+13.9% |
| Participant deferral / active EE | $11,447 | $8,427+35.8% | $8,070+41.8% | $6,689+71.1% |
| Admin fee / account holder | $5,928 | $15,053-60.6% | $13,006-54.4% | $13,398-55.8% |