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 | $136,920 | $126,574+8.2% | $106,213+28.9% | $145,922-6.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.27% | 224.79%-205.5pp | 116.14%-96.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,934 | $3,730-48.2% | $3,171-39.0% | $4,660-58.5% |
| Participant deferral / active EE | $4,623 | $5,724-19.2% | $5,016-7.8% | $6,688-30.9% |
| Admin fee / account holder | $12,516 | $17,304-27.7% | $11,033+13.4% | $13,397-6.6% |