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 | $168,909 | $159,602+5.8% | $150,045+12.6% | $142,382+18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.75% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $7,009 | $4,961+41.3% | $4,693+49.4% | $4,299+63.0% |
| Participant deferral / active EE | $15,392 | $8,310+85.2% | $7,997+92.5% | $6,507+136.5% |
| Admin fee / account holder | $9,953 | $14,846-33.0% | $13,435-25.9% | $12,624-21.2% |