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 | $248,869 | $209,411+18.8% | $178,490+39.4% | $158,922+56.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.92% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $8,186 | $5,706+43.5% | $5,011+63.4% | $4,761+71.9% |
| Participant deferral / active EE | $3,106 | $5,954-47.8% | $5,202-40.3% | $5,982-48.1% |
| Admin fee / account holder | $15,173 | $17,074-11.1% | $13,984+8.5% | $11,246+34.9% |