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 | $131,973 | $118,849+11.0% | $96,562+36.7% | $167,490-21.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.23% | 50.49%-38.3pp | 37.78%-25.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,785 | $3,120-10.7% | $2,356+18.2% | $4,837-42.4% |
| Participant deferral / active EE | $3,616 | $4,616-21.7% | $3,849-6.1% | $6,341-43.0% |
| Admin fee / account holder | $609 | $8,065-92.4% | $6,181-90.1% | $12,309-95.1% |