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 | $205,591 | $162,781+26.3% | $133,956+53.5% | $158,922+29.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.76% | 41.94%-27.2pp | 45.09%-30.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,639 | $4,975+13.3% | $3,919+43.9% | $4,761+18.4% |
| Participant deferral / active EE | $5,523 | $5,911-6.6% | $5,048+9.4% | $5,982-7.7% |
| Admin fee / account holder | $1,009 | $11,736-91.4% | $8,927-88.7% | $11,246-91.0% |