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 | $176,898 | $179,726-1.6% | $156,263+13.2% | $142,382+24.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.30% | 77.86%-67.6pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,764 | $5,069-65.2% | $4,333-59.3% | $4,299-59.0% |
| Participant deferral / active EE | $7,014 | $6,956+0.8% | $6,158+13.9% | $6,507+7.8% |
| Admin fee / account holder | $20,033 | $17,272+16.0% | $14,255+40.5% | $12,624+58.7% |