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 | $128,897 | $157,256-18.0% | $141,162-8.7% | $152,861-15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.78% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,181 | $5,261-58.5% | $4,735-53.9% | $4,762-54.2% |
| Participant deferral / active EE | $6,969 | $7,109-2.0% | $6,709+3.9% | $5,850+19.1% |
| Admin fee / account holder | $338 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |