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 | $120,485 | $157,256-23.4% | $141,162-14.6% | $152,861-21.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.85% | 64.32%-47.5pp | 71.39%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,488 | $5,261-52.7% | $4,735-47.5% | $4,762-47.8% |
| Participant deferral / active EE | $12,699 | $7,109+78.6% | $6,709+89.3% | $5,850+117.1% |
| Admin fee / account holder | $2,332 | $12,120-80.8% | $10,261-77.3% | $11,596-79.9% |