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 | $147,307 | $144,119+2.2% | $117,854+25.0% | $147,584-0.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.86% | 531.15%-515.3pp | 335.08%-319.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,820 | $4,896-42.4% | $3,786-25.5% | $4,876-42.2% |
| Participant deferral / active EE | $11,459 | $5,316+115.6% | $4,482+155.7% | $5,439+110.7% |
| Admin fee / account holder | $12,376 | $10,886+13.7% | $8,020+54.3% | $10,885+13.7% |