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 | $236,024 | $183,963+28.3% | $162,163+45.5% | $152,861+54.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.37% | 150.76%-129.4pp | 115.59%-94.2pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,751 | $6,371+21.7% | $5,614+38.1% | $4,762+62.8% |
| Participant deferral / active EE | $5,725 | $8,034-28.7% | $7,298-21.6% | $5,850-2.1% |
| Admin fee / account holder | $16,535 | $13,121+26.0% | $10,843+52.5% | $11,596+42.6% |