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 | $234,809 | $177,572+32.2% | $154,803+51.7% | $142,382+64.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.97% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $7,661 | $4,810+59.3% | $4,305+77.9% | $4,299+78.2% |
| Participant deferral / active EE | $22,646 | $6,272+261.1% | $5,540+308.7% | $6,507+248.0% |
| Admin fee / account holder | $113,126 | $16,786+573.9% | $14,329+689.5% | $12,624+796.1% |