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 | $177,945 | $183,519-3.0% | $155,509+14.4% | $145,922+21.9% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 15.73% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.6pp |
| Employer contribution / active EE | $7,781 | $5,313+46.5% | $4,672+66.5% | $4,660+67.0% |
| Participant deferral / active EE | $7,060 | $6,462+9.2% | $5,626+25.5% | $6,688+5.6% |
| Admin fee / account holder | $1,820 | $19,313-90.6% | $15,912-88.6% | $13,397-86.4% |