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 | $207,545 | $177,572+16.9% | $154,803+34.1% | $142,382+45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.65% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,209 | $4,810+49.9% | $4,305+67.4% | $4,299+67.7% |
| Participant deferral / active EE | $6,287 | $6,272+0.2% | $5,540+13.5% | $6,507-3.4% |
| Admin fee / account holder | $50,684 | $16,786+201.9% | $14,329+253.7% | $12,624+301.5% |