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 | $226,108 | $183,592+23.2% | $155,567+45.3% | $145,959+54.9% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 14.06% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $4,946 | $5,315-6.9% | $4,674+5.8% | $4,661+6.1% |
| Participant deferral / active EE | $12,475 | $6,464+93.0% | $5,628+121.7% | $6,689+86.5% |
| Admin fee / account holder | $416,168 | $19,318+2054.3% | $15,916+2514.7% | $13,398+3006.2% |