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 | $169,718 | $112,729+50.6% | $98,716+71.9% | $137,256+23.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.21% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,075 | $2,725-60.5% | $2,279-52.8% | $4,156-74.1% |
| Participant deferral / active EE | $2,499 | $4,640-46.1% | $4,048-38.3% | $6,407-61.0% |
| Admin fee / account holder | $1,177 | $10,129-88.4% | $8,703-86.5% | $12,270-90.4% |