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 | $143,558 | $137,414+4.5% | $189,513-24.2% | $85,850+67.2% |
| Participation rate | 97.5% | 84.6%+12.9pp | 87.8%+9.7pp | 69.3%+28.2pp |
| Annual return | 16.93% | 38.14%-21.2pp | 555.15%-538.2pp | 318.53%-301.6pp |
| Employer contribution / active EE | $6,305 | $4,344+45.1% | $6,162+2.3% | $2,565+145.8% |
| Participant deferral / active EE | $6,341 | $6,260+1.3% | $8,221-22.9% | $3,952+60.5% |
| Admin fee / account holder | $2,887 | $8,630-66.5% | $12,045-76.0% | $6,260-53.9% |