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 | $248,163 | $201,272+23.3% | $184,203+34.7% | $145,922+70.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 20.08% | 29.00%-8.9pp | 28.81%-8.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $7,813 | $7,022+11.3% | $6,427+21.6% | $4,660+67.7% |
| Participant deferral / active EE | $10,223 | $9,806+4.3% | $9,131+12.0% | $6,688+52.9% |
| Admin fee / account holder | $2,856 | $16,364-82.5% | $13,901-79.5% | $13,397-78.7% |