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 | $174,464 | $157,256+10.9% | $141,162+23.6% | $152,861+14.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.25% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,386 | $5,261-54.6% | $4,735-49.6% | $4,762-49.9% |
| Participant deferral / active EE | $9,233 | $7,109+29.9% | $6,709+37.6% | $5,850+57.8% |
| Admin fee / account holder | $9,860 | $12,120-18.6% | $10,261-3.9% | $11,596-15.0% |