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 | $210,544 | $226,064-6.9% | $182,532+15.3% | $152,861+37.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 17.18% | 192.51%-175.3pp | 148.54%-131.4pp | 345.32%-328.1pp |
| Employer contribution / active EE | $15,291 | $4,978+207.1% | $4,076+275.1% | $4,762+221.1% |
| Participant deferral / active EE | $2,359 | $6,368-63.0% | $5,524-57.3% | $5,850-59.7% |
| Admin fee / account holder | $36,267 | $10,703+238.8% | $8,592+322.1% | $11,596+212.7% |