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 | $152,635 | $124,425+22.7% | $112,040+36.2% | $137,256+11.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.16% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,221 | $3,411+23.7% | $2,954+42.9% | $4,156+1.6% |
| Participant deferral / active EE | $10,493 | $5,718+83.5% | $5,098+105.8% | $6,407+63.8% |
| Admin fee / account holder | $3,812 | $15,207-74.9% | $12,098-68.5% | $12,270-68.9% |