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 | $148,761 | $117,983+26.1% | $101,794+46.1% | $142,382+4.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 18.99% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,962 | $2,773+115.0% | $2,289+160.5% | $4,299+38.7% |
| Participant deferral / active EE | $4,749 | $4,714+0.8% | $4,084+16.3% | $6,507-27.0% |
| Admin fee / account holder | $862 | $10,433-91.7% | $8,777-90.2% | $12,624-93.2% |