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 | $151,957 | $226,064-32.8% | $182,532-16.8% | $152,861-0.6% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.4%+10.4pp |
| Annual return | 22.03% | 192.51%-170.5pp | 148.54%-126.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $9,054 | $4,978+81.9% | $4,076+122.1% | $4,762+90.1% |
| Participant deferral / active EE | $6,657 | $6,368+4.5% | $5,524+20.5% | $5,850+13.8% |
| Admin fee / account holder | $811 | $10,703-92.4% | $8,592-90.6% | $11,596-93.0% |