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 | $162,413 | $159,901+1.6% | $146,958+10.5% | $145,922+11.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 11.24% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $5,857 | $5,286+10.8% | $4,933+18.7% | $4,660+25.7% |
| Participant deferral / active EE | $10,650 | $8,428+26.4% | $8,070+32.0% | $6,688+59.3% |
| Admin fee / account holder | $2,327 | $15,044-84.5% | $12,998-82.1% | $13,397-82.6% |