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 | $144,898 | $157,256-7.9% | $141,162+2.6% | $152,861-5.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.56% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,790 | $5,261-47.0% | $4,735-41.1% | $4,762-41.4% |
| Participant deferral / active EE | $7,139 | $7,109+0.4% | $6,709+6.4% | $5,850+22.0% |
| Admin fee / account holder | $1,708 | $12,120-85.9% | $10,261-83.4% | $11,596-85.3% |