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 | $113,009 | $96,484+17.1% | $75,886+48.9% | $152,861-26.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.36% | 33.98%-6.6pp | 30.76%-3.4pp | 345.32%-318.0pp |
| Employer contribution / active EE | $590 | $3,309-82.2% | $2,500-76.4% | $4,762-87.6% |
| Participant deferral / active EE | $10,561 | $4,553+132.0% | $3,603+193.1% | $5,850+80.5% |
| Admin fee / account holder | $12,864 | $8,078+59.2% | $5,418+137.4% | $11,596+10.9% |