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 | $165,147 | $159,901+3.3% | $146,958+12.4% | $145,922+13.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.16% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,400 | $5,286-35.7% | $4,933-31.1% | $4,660-27.0% |
| Participant deferral / active EE | $12,954 | $8,428+53.7% | $8,070+60.5% | $6,688+93.7% |
| Admin fee / account holder | $1,187 | $15,044-92.1% | $12,998-90.9% | $13,397-91.1% |