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 | $152,987 | $157,256-2.7% | $141,162+8.4% | $152,861+0.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.11% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,550 | $5,261-32.5% | $4,735-25.0% | $4,762-25.4% |
| Participant deferral / active EE | $8,701 | $7,109+22.4% | $6,709+29.7% | $5,850+48.7% |
| Admin fee / account holder | $978 | $12,120-91.9% | $10,261-90.5% | $11,596-91.6% |