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 | $170,997 | $159,901+6.9% | $146,958+16.4% | $145,922+17.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.39% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,590 | $5,286+5.8% | $4,933+13.3% | $4,660+20.0% |
| Participant deferral / active EE | $8,750 | $8,428+3.8% | $8,070+8.4% | $6,688+30.8% |
| Admin fee / account holder | $10,353 | $15,044-31.2% | $12,998-20.3% | $13,397-22.7% |