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 | $229,498 | $214,378+7.1% | $200,582+14.4% | $142,382+61.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.16% | 46.41%-28.2pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,703 | $6,841+71.1% | $6,419+82.3% | $4,299+172.2% |
| Participant deferral / active EE | $5,419 | $9,865-45.1% | $9,331-41.9% | $6,507-16.7% |
| Admin fee / account holder | $8,955 | $17,692-49.4% | $16,305-45.1% | $12,624-29.1% |