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 | $232,568 | $183,963+26.4% | $162,163+43.4% | $152,861+52.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.15% | 150.76%-122.6pp | 115.59%-87.4pp | 345.32%-317.2pp |
| Employer contribution / active EE | $3,821 | $6,371-40.0% | $5,614-31.9% | $4,762-19.8% |
| Participant deferral / active EE | $6,486 | $8,034-19.3% | $7,298-11.1% | $5,850+10.9% |
| Admin fee / account holder | $10,055 | $13,121-23.4% | $10,843-7.3% | $11,596-13.3% |