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 | $180,286 | $159,602+13.0% | $150,045+20.2% | $142,382+26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.27% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $9,448 | $4,961+90.5% | $4,693+101.3% | $4,299+119.8% |
| Participant deferral / active EE | $15,564 | $8,310+87.3% | $7,997+94.6% | $6,507+139.2% |
| Admin fee / account holder | $1,138 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |