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 | $25,497 | $24,730+3.1% | $66,042-61.4% | $84,808-69.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 27.37% | 79.55%-52.2pp | 52.11%-24.7pp | 40.90%-13.5pp |
| Employer contribution / active EE | $2,958 | $857+245.3% | $1,579+87.3% | $2,631+12.4% |
| Participant deferral / active EE | $2,812 | $1,737+61.9% | $2,835-0.8% | $4,212-33.2% |
| Admin fee / account holder | $3,068 | $3,014+1.8% | $5,747-46.6% | $7,344-58.2% |