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 | $121,173 | $124,425-2.6% | $112,040+8.2% | $137,256-11.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.98% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,376 | $3,411-59.7% | $2,954-53.4% | $4,156-66.9% |
| Participant deferral / active EE | $6,045 | $5,718+5.7% | $5,098+18.6% | $6,407-5.7% |
| Admin fee / account holder | $25,535 | $15,207+67.9% | $12,098+111.1% | $12,270+108.1% |