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 | $156,094 | $154,228+1.2% | $145,433+7.3% | $137,256+13.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.51% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,226 | $4,804+112.9% | $4,554+124.5% | $4,156+146.0% |
| Participant deferral / active EE | $8,905 | $8,216+8.4% | $7,897+12.8% | $6,407+39.0% |
| Admin fee / account holder | $7,203 | $14,344-49.8% | $13,129-45.1% | $12,270-41.3% |