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 | $205,399 | $185,822+10.5% | $169,993+20.8% | $139,434+47.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.00% | 60.50%-41.5pp | 53.37%-34.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $6,864 | $7,590-9.6% | $6,785+1.2% | $4,751+44.5% |
| Participant deferral / active EE | $10,704 | $11,622-7.9% | $10,408+2.9% | $6,710+59.5% |
| Admin fee / account holder | $35,434 | $15,381+130.4% | $12,815+176.5% | $11,403+210.8% |