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 | $188,828 | $165,984+13.8% | $164,813+14.6% | $145,922+29.4% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.6pp |
| Annual return | 9.88% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,227 | $5,273-38.8% | $4,341-25.7% | $4,660-30.8% |
| Participant deferral / active EE | $10,350 | $6,959+48.7% | $6,031+71.6% | $6,688+54.8% |
| Admin fee / account holder | $5,075 | $16,648-69.5% | $12,690-60.0% | $13,397-62.1% |