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 | $197,565 | $157,256+25.6% | $141,162+40.0% | $152,861+29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.70% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,112 | $5,261-40.9% | $4,735-34.3% | $4,762-34.7% |
| Participant deferral / active EE | $15,315 | $7,109+115.4% | $6,709+128.3% | $5,850+161.8% |
| Admin fee / account holder | $5,997 | $12,120-50.5% | $10,261-41.6% | $11,596-48.3% |