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 | $205,891 | $111,535+84.6% | $105,223+95.7% | $137,256+50.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.38% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,785 | $3,939+21.5% | $3,689+29.7% | $4,156+15.1% |
| Participant deferral / active EE | $17,101 | $5,500+210.9% | $5,072+237.2% | $6,407+166.9% |
| Admin fee / account holder | $762 | $9,721-92.2% | $8,859-91.4% | $12,270-93.8% |