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 | $147,512 | $157,256-6.2% | $141,162+4.5% | $152,861-3.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.89% | 64.32%-32.4pp | 71.39%-39.5pp | 345.32%-313.4pp |
| Employer contribution / active EE | $7,327 | $5,261+39.3% | $4,735+54.7% | $4,762+53.8% |
| Participant deferral / active EE | $9,500 | $7,109+33.6% | $6,709+41.6% | $5,850+62.4% |
| Admin fee / account holder | $447 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |