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 | $139,239 | $114,381+21.7% | $107,525+29.5% | $142,382-2.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 14.22% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,939 | $4,015+122.7% | $3,754+138.2% | $4,299+107.9% |
| Participant deferral / active EE | $6,446 | $5,564+15.9% | $5,116+26.0% | $6,507-0.9% |
| Admin fee / account holder | $35,201 | $9,860+257.0% | $8,919+294.7% | $12,624+178.8% |