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 | $227,476 | $162,781+39.7% | $133,956+69.8% | $158,922+43.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 10.28% | 41.94%-31.7pp | 45.09%-34.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $5,583 | $4,975+12.2% | $3,919+42.5% | $4,761+17.3% |
| Participant deferral / active EE | $7,250 | $5,911+22.6% | $5,048+43.6% | $5,982+21.2% |
| Admin fee / account holder | $57,509 | $11,736+390.0% | $8,927+544.2% | $11,246+411.4% |