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 | $156,997 | $157,256-0.2% | $141,162+11.2% | $152,861+2.7% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 14.61% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $3,614 | $5,261-31.3% | $4,735-23.7% | $4,762-24.1% |
| Participant deferral / active EE | $6,612 | $7,109-7.0% | $6,709-1.4% | $5,850+13.0% |
| Admin fee / account holder | $85,121 | $12,120+602.3% | $10,261+729.5% | $11,596+634.0% |