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 | $192,699 | $214,378-10.1% | $200,582-3.9% | $142,382+35.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.02% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,718 | $6,841+12.8% | $6,419+20.2% | $4,299+79.5% |
| Participant deferral / active EE | $6,971 | $9,865-29.3% | $9,331-25.3% | $6,507+7.1% |
| Admin fee / account holder | $325 | $17,692-98.2% | $16,305-98.0% | $12,624-97.4% |