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 | $233,942 | $148,534+57.5% | $135,903+72.1% | $139,434+67.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.78% | 79.19%-66.4pp | 68.23%-55.4pp | 372.94%-360.2pp |
| Employer contribution / active EE | $5,472 | $5,243+4.4% | $4,856+12.7% | $4,751+15.2% |
| Participant deferral / active EE | $13,865 | $8,100+71.2% | $7,758+78.7% | $6,710+106.6% |
| Admin fee / account holder | $824 | $12,400-93.4% | $10,762-92.3% | $11,403-92.8% |