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 | $210,831 | $179,726+17.3% | $156,263+34.9% | $142,382+48.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.99% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,476 | $5,069-70.9% | $4,333-65.9% | $4,299-65.7% |
| Participant deferral / active EE | $9,200 | $6,956+32.3% | $6,158+49.4% | $6,507+41.4% |
| Admin fee / account holder | $1,029 | $17,272-94.0% | $14,255-92.8% | $12,624-91.8% |