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 | $185,272 | $106,890+73.3% | $84,015+120.5% | $152,861+21.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 36.04% | 104.99%-69.0pp | 71.31%-35.3pp | 345.32%-309.3pp |
| Employer contribution / active EE | $1,208 | $2,734-55.8% | $1,983-39.1% | $4,762-74.6% |
| Participant deferral / active EE | $10,270 | $4,011+156.0% | $3,239+217.1% | $5,850+75.6% |
| Admin fee / account holder | $999 | $8,285-87.9% | $6,101-83.6% | $11,596-91.4% |