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 | $181,757 | $158,398+14.7% | $126,539+43.6% | $142,382+27.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.82% | 593.76%-572.9pp | 425.95%-405.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,810 | $4,650-18.1% | $3,674+3.7% | $4,299-11.4% |
| Participant deferral / active EE | $10,490 | $4,767+120.1% | $4,083+156.9% | $6,507+61.2% |
| Admin fee / account holder | $3,242 | $6,918-53.1% | $6,065-46.5% | $12,624-74.3% |