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 | $188,744 | $183,519+2.8% | $155,509+21.4% | $145,922+29.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.81% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $5,469 | $5,313+2.9% | $4,672+17.0% | $4,660+17.4% |
| Participant deferral / active EE | $4,067 | $6,462-37.1% | $5,626-27.7% | $6,688-39.2% |
| Admin fee / account holder | $53,577 | $19,313+177.4% | $15,912+236.7% | $13,397+299.9% |