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 | $171,766 | $157,256+9.2% | $141,162+21.7% | $152,861+12.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.01% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $19,727 | $5,261+275.0% | $4,735+316.6% | $4,762+314.2% |
| Participant deferral / active EE | $16,217 | $7,109+128.1% | $6,709+141.7% | $5,850+177.2% |
| Admin fee / account holder | $97,858 | $12,120+707.4% | $10,261+853.7% | $11,596+743.9% |