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 | $121,655 | $104,251+16.7% | $91,001+33.7% | $147,584-17.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.77% | 27.06%-8.3pp | 4.60%+14.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,973 | $3,116+27.5% | $2,456+61.8% | $4,876-18.5% |
| Participant deferral / active EE | $4,667 | $4,195+11.2% | $3,547+31.6% | $5,439-14.2% |
| Admin fee / account holder | $3,060 | $8,948-65.8% | $5,417-43.5% | $10,885-71.9% |