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 | $171,046 | $157,256+8.8% | $141,162+21.2% | $152,861+11.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.87% | 64.32%-42.5pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,492 | $5,261-33.6% | $4,735-26.3% | $4,762-26.7% |
| Participant deferral / active EE | $14,214 | $7,109+99.9% | $6,709+111.9% | $5,850+143.0% |
| Admin fee / account holder | $1,630 | $12,120-86.6% | $10,261-84.1% | $11,596-85.9% |