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 | $187,918 | $157,256+19.5% | $141,162+33.1% | $152,861+22.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.97% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,550 | $5,261-51.5% | $4,735-46.1% | $4,762-46.5% |
| Participant deferral / active EE | $11,798 | $7,109+65.9% | $6,709+75.9% | $5,850+101.7% |
| Admin fee / account holder | $2,980 | $12,120-75.4% | $10,261-71.0% | $11,596-74.3% |