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 | $240,025 | $232,540+3.2% | $185,117+29.7% | $147,584+62.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.16% | 43.03%-33.9pp | 40.50%-31.3pp | 578.55%-569.4pp |
| Employer contribution / active EE | $6,667 | $5,195+28.3% | $4,182+59.4% | $4,876+36.7% |
| Participant deferral / active EE | $21,845 | $5,834+274.5% | $5,045+333.0% | $5,439+301.7% |
| Admin fee / account holder | $32,741 | $10,275+218.6% | $8,159+301.3% | $10,885+200.8% |