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 | $174,810 | $124,425+40.5% | $112,040+56.0% | $137,256+27.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.75% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,893 | $3,411+14.1% | $2,954+31.8% | $4,156-6.3% |
| Participant deferral / active EE | $9,447 | $5,718+65.2% | $5,098+85.3% | $6,407+47.4% |
| Admin fee / account holder | $1,191 | $15,207-92.2% | $12,098-90.2% | $12,270-90.3% |