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 | $132,116 | $111,754+18.2% | $103,333+27.9% | $145,922-9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.95% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,644 | $4,212-37.2% | $3,868-31.7% | $4,660-43.3% |
| Participant deferral / active EE | $9,737 | $5,619+73.3% | $5,057+92.5% | $6,688+45.6% |
| Admin fee / account holder | $14,816 | $9,750+52.0% | $8,355+77.3% | $13,397+10.6% |