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 | $153,026 | $148,534+3.0% | $135,903+12.6% | $139,434+9.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.85% | 79.19%-61.3pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,695 | $5,243-29.5% | $4,856-23.9% | $4,751-22.2% |
| Participant deferral / active EE | $10,247 | $8,100+26.5% | $7,758+32.1% | $6,710+52.7% |
| Admin fee / account holder | $2,904 | $12,400-76.6% | $10,762-73.0% | $11,403-74.5% |