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 | $163,028 | $157,256+3.7% | $141,162+15.5% | $152,861+6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.10% | 64.32%-36.2pp | 71.39%-43.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $17,807 | $5,261+238.5% | $4,735+276.1% | $4,762+273.9% |
| Participant deferral / active EE | $12,550 | $7,109+76.5% | $6,709+87.1% | $5,850+114.5% |
| Admin fee / account holder | $948 | $12,120-92.2% | $10,261-90.8% | $11,596-91.8% |