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 3-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 | $149,756 | $183,519-18.4% | $155,509-3.7% | $145,922+2.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 35.47% | 61.17%-25.7pp | 64.67%-29.2pp | 561.29%-525.8pp |
| Employer contribution / active EE | $5,360 | $5,313+0.9% | $4,672+14.7% | $4,660+15.0% |
| Participant deferral / active EE | $7,043 | $6,462+9.0% | $5,626+25.2% | $6,688+5.3% |
| Admin fee / account holder | $719 | $19,313-96.3% | $15,912-95.5% | $13,397-94.6% |