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 | $131,682 | $103,376+27.4% | $87,100+51.2% | $152,861-13.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.12% | 28.10%-12.0pp | 28.19%-12.1pp | 345.32%-329.2pp |
| Employer contribution / active EE | $5,909 | $3,220+83.5% | $2,521+134.4% | $4,762+24.1% |
| Participant deferral / active EE | $2,669 | $4,778-44.1% | $4,049-34.1% | $5,850-54.4% |
| Admin fee / account holder | $1,883 | $12,205-84.6% | $7,497-74.9% | $11,596-83.8% |