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 | $203,417 | $157,256+29.4% | $141,162+44.1% | $152,861+33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.82% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $7,045 | $5,261+33.9% | $4,735+48.8% | $4,762+47.9% |
| Participant deferral / active EE | $6,697 | $7,109-5.8% | $6,709-0.2% | $5,850+14.5% |
| Admin fee / account holder | $6,975 | $12,120-42.5% | $10,261-32.0% | $11,596-39.9% |