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 | $125,252 | $112,881+11.0% | $90,951+37.7% | $158,922-21.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.40% | 215.79%-207.4pp | 134.60%-126.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $7,273 | $2,893+151.4% | $2,122+242.7% | $4,761+52.8% |
| Participant deferral / active EE | $7,800 | $4,128+89.0% | $3,373+131.3% | $5,982+30.4% |
| Admin fee / account holder | $627 | $8,041-92.2% | $5,959-89.5% | $11,246-94.4% |