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 | $129,520 | $117,381+10.3% | $99,443+30.2% | $152,861-15.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 16.03% | 31.87%-15.8pp | 30.72%-14.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $8,333 | $3,013+176.6% | $2,540+228.1% | $4,762+75.0% |
| Participant deferral / active EE | $8,403 | $4,086+105.7% | $3,619+132.2% | $5,850+43.6% |
| Admin fee / account holder | $431 | $7,631-94.4% | $6,250-93.1% | $11,596-96.3% |