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 | $120,965 | $102,616+17.9% | $81,983+47.5% | $158,922-23.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.93% | 61.04%-48.1pp | 41.31%-28.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,481 | $3,240-23.4% | $2,498-0.7% | $4,761-47.9% |
| Participant deferral / active EE | $8,350 | $4,648+79.6% | $3,722+124.3% | $5,982+39.6% |
| Admin fee / account holder | $66,379 | $8,235+706.1% | $5,664+1072.0% | $11,246+490.3% |