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 | $184,562 | $183,519+0.6% | $155,509+18.7% | $145,922+26.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $7,580 | $5,313+42.7% | $4,672+62.2% | $4,660+62.7% |
| Participant deferral / active EE | $8,665 | $6,462+34.1% | $5,626+54.0% | $6,688+29.6% |
| Admin fee / account holder | $605 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |