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 | $147,889 | $157,256-6.0% | $141,162+4.8% | $152,861-3.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.58% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,783 | $5,261-66.1% | $4,735-62.3% | $4,762-62.6% |
| Participant deferral / active EE | $6,485 | $7,109-8.8% | $6,709-3.3% | $5,850+10.9% |
| Admin fee / account holder | $13,307 | $12,120+9.8% | $10,261+29.7% | $11,596+14.8% |