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 | $150,837 | $157,256-4.1% | $141,162+6.9% | $152,861-1.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 17.80% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $10,311 | $5,261+96.0% | $4,735+117.8% | $4,762+116.5% |
| Participant deferral / active EE | $9,941 | $7,109+39.8% | $6,709+48.2% | $5,850+69.9% |
| Admin fee / account holder | $2,825 | $12,120-76.7% | $10,261-72.5% | $11,596-75.6% |