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 | $151,037 | $210,648-28.3% | $177,989-15.1% | $145,922+3.5% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 10.94% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $7,778 | $4,565+70.4% | $3,949+97.0% | $4,660+66.9% |
| Participant deferral / active EE | $4,615 | $6,958-33.7% | $6,276-26.5% | $6,688-31.0% |
| Admin fee / account holder | $561,269 | $12,013+4572.3% | $10,363+5316.0% | $13,397+4089.5% |