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 | $242,184 | $209,411+15.7% | $178,490+35.7% | $158,922+52.4% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 12.73% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $9,407 | $5,706+64.9% | $5,011+87.7% | $4,761+97.6% |
| Participant deferral / active EE | $14,121 | $5,954+137.2% | $5,202+171.5% | $5,982+136.1% |
| Admin fee / account holder | $15,338 | $17,074-10.2% | $13,984+9.7% | $11,246+36.4% |