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 | $249,072 | $209,832+18.7% | $189,513+31.4% | $167,490+48.7% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 20.64% | 748.27%-727.6pp | 555.15%-534.5pp | 478.56%-457.9pp |
| Employer contribution / active EE | $8,471 | $6,914+22.5% | $6,162+37.5% | $4,837+75.1% |
| Participant deferral / active EE | $5,559 | $8,935-37.8% | $8,221-32.4% | $6,341-12.3% |
| Admin fee / account holder | $296,780 | $14,293+1976.3% | $12,045+2363.9% | $12,309+2311.1% |