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 | $240,797 | $210,408+14.4% | $153,485+56.9% | $145,922+65.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.63% | 13.37%+4.3pp | 15.65%+2.0pp | 561.29%-543.7pp |
| Employer contribution / active EE | $13,933 | $6,048+130.4% | $5,039+176.5% | $4,660+199.0% |
| Participant deferral / active EE | $11,485 | $7,975+44.0% | $6,757+70.0% | $6,688+71.7% |
| Admin fee / account holder | $24,900 | $19,419+28.2% | $12,724+95.7% | $13,397+85.9% |