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 | $185,459 | $183,592+1.0% | $155,567+19.2% | $145,959+27.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.30% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $4,772 | $5,315-10.2% | $4,674+2.1% | $4,661+2.4% |
| Participant deferral / active EE | $5,450 | $6,464-15.7% | $5,628-3.2% | $6,689-18.5% |
| Admin fee / account holder | $2,438 | $19,318-87.4% | $15,916-84.7% | $13,398-81.8% |