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 | $207,875 | $197,591+5.2% | $177,821+16.9% | $158,922+30.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.24% | 58.76%-44.5pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $13,499 | $6,697+101.6% | $5,918+128.1% | $4,761+183.5% |
| Participant deferral / active EE | $23,391 | $8,405+178.3% | $7,714+203.2% | $5,982+291.0% |
| Admin fee / account holder | $1,137 | $15,399-92.6% | $12,427-90.9% | $11,246-89.9% |