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 | $194,708 | $198,466-1.9% | $170,442+14.2% | $147,584+31.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.41% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $6,939 | $6,184+12.2% | $5,433+27.7% | $4,876+42.3% |
| Participant deferral / active EE | $5,967 | $5,629+6.0% | $4,939+20.8% | $5,439+9.7% |
| Admin fee / account holder | $22,169 | $16,852+31.6% | $13,880+59.7% | $10,885+103.7% |