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 | $188,477 | $165,984+13.6% | $164,813+14.4% | $145,922+29.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.15% | 100.03%-83.9pp | 69.93%-53.8pp | 561.29%-545.1pp |
| Employer contribution / active EE | $6,927 | $5,273+31.4% | $4,341+59.6% | $4,660+48.7% |
| Participant deferral / active EE | $2,419 | $6,959-65.2% | $6,031-59.9% | $6,688-63.8% |
| Admin fee / account holder | $1,978 | $16,648-88.1% | $12,690-84.4% | $13,397-85.2% |