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 | $220,620 | $165,984+32.9% | $164,813+33.9% | $145,922+51.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.34% | 100.03%-74.7pp | 69.93%-44.6pp | 561.29%-535.9pp |
| Employer contribution / active EE | $1,675 | $5,273-68.2% | $4,341-61.4% | $4,660-64.1% |
| Participant deferral / active EE | $11,287 | $6,959+62.2% | $6,031+87.1% | $6,688+68.8% |
| Admin fee / account holder | $2,040 | $16,648-87.7% | $12,690-83.9% | $13,397-84.8% |