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 | $144,088 | $148,534-3.0% | $135,903+6.0% | $139,434+3.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 14.42% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $7,280 | $5,243+38.9% | $4,856+49.9% | $4,751+53.2% |
| Participant deferral / active EE | $16,141 | $8,100+99.3% | $7,758+108.1% | $6,710+140.6% |
| Admin fee / account holder | $460 | $12,400-96.3% | $10,762-95.7% | $11,403-96.0% |