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 | $192,340 | $148,534+29.5% | $135,903+41.5% | $139,434+37.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.70% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,942 | $5,243-24.8% | $4,856-18.8% | $4,751-17.0% |
| Participant deferral / active EE | $19,229 | $8,100+137.4% | $7,758+147.9% | $6,710+186.6% |
| Admin fee / account holder | $815 | $12,400-93.4% | $10,762-92.4% | $11,403-92.9% |