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 | $197,496 | $176,056+12.2% | $159,436+23.9% | $167,490+17.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.24% | 331.75%-307.5pp | 263.57%-239.3pp | 478.56%-454.3pp |
| Employer contribution / active EE | $5,428 | $5,297+2.5% | $4,829+12.4% | $4,837+12.2% |
| Participant deferral / active EE | $13,938 | $7,750+79.8% | $7,352+89.6% | $6,341+119.8% |
| Admin fee / account holder | $1,554 | $12,554-87.6% | $10,799-85.6% | $12,309-87.4% |