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 | $161,483 | $154,228+4.7% | $145,433+11.0% | $137,256+17.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.15% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,812 | $4,804+0.2% | $4,554+5.7% | $4,156+15.8% |
| Participant deferral / active EE | $7,257 | $8,216-11.7% | $7,897-8.1% | $6,407+13.3% |
| Admin fee / account holder | $121,057 | $14,344+744.0% | $13,129+822.1% | $12,270+886.6% |