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 | $207,569 | $177,572+16.9% | $154,803+34.1% | $142,382+45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.73% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,480 | $4,810-48.4% | $4,305-42.4% | $4,299-42.3% |
| Participant deferral / active EE | $2,736 | $6,272-56.4% | $5,540-50.6% | $6,507-57.9% |
| Admin fee / account holder | $7,956 | $16,786-52.6% | $14,329-44.5% | $12,624-37.0% |