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 | $205,736 | $177,572+15.9% | $154,803+32.9% | $142,382+44.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.00% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $19,391 | $4,810+303.1% | $4,305+350.4% | $4,299+351.0% |
| Participant deferral / active EE | $15,245 | $6,272+143.1% | $5,540+175.2% | $6,507+134.3% |
| Admin fee / account holder | $18,082 | $16,786+7.7% | $14,329+26.2% | $12,624+43.2% |