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 | $35,835 | $159,901-77.6% | $146,958-75.6% | $145,922-75.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 16.83% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $5,375 | $5,286+1.7% | $4,933+9.0% | $4,660+15.3% |
| Participant deferral / active EE | $8,401 | $8,428-0.3% | $8,070+4.1% | $6,688+25.6% |
| Admin fee / account holder | $24,988 | $15,044+66.1% | $12,998+92.2% | $13,397+86.5% |