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 | $192,714 | $183,592+5.0% | $155,567+23.9% | $145,959+32.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $12,426 | $5,315+133.8% | $4,674+165.9% | $4,661+166.6% |
| Participant deferral / active EE | $3,396 | $6,464-47.5% | $5,628-39.6% | $6,689-49.2% |
| Admin fee / account holder | $24,809 | $19,318+28.4% | $15,916+55.9% | $13,398+85.2% |