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 | $121,587 | $107,334+13.3% | $92,893+30.9% | $152,861-20.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.26% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,685 | $4,221-36.4% | $3,653-26.5% | $4,762-43.6% |
| Participant deferral / active EE | $4,148 | $4,845-14.4% | $4,236-2.1% | $5,850-29.1% |
| Admin fee / account holder | $84,697 | $7,079+1096.4% | $5,794+1361.8% | $11,596+630.4% |