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 | $108,627 | $100,773+7.8% | $88,946+22.1% | $142,382-23.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.07% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,118 | $2,918+6.9% | $2,555+22.0% | $4,299-27.5% |
| Participant deferral / active EE | $10,621 | $5,230+103.1% | $4,581+131.8% | $6,507+63.2% |
| Admin fee / account holder | $2,543 | $9,693-73.8% | $8,261-69.2% | $12,624-79.9% |