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 | $139,567 | $111,535+25.1% | $105,223+32.6% | $137,256+1.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 11.69% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $5,072 | $3,939+28.7% | $3,689+37.5% | $4,156+22.0% |
| Participant deferral / active EE | $14,034 | $5,500+155.2% | $5,072+176.7% | $6,407+119.0% |
| Admin fee / account holder | $872 | $9,721-91.0% | $8,859-90.2% | $12,270-92.9% |