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 | $195,455 | $183,519+6.5% | $155,509+25.7% | $145,922+33.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,072 | $5,313-42.2% | $4,672-34.3% | $4,660-34.1% |
| Participant deferral / active EE | $4,593 | $6,462-28.9% | $5,626-18.4% | $6,688-31.3% |
| Admin fee / account holder | $1,570 | $19,313-91.9% | $15,912-90.1% | $13,397-88.3% |