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 | $132,905 | $111,535+19.2% | $105,223+26.3% | $137,256-3.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.29% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,098 | $3,939+4.0% | $3,689+11.1% | $4,156-1.4% |
| Participant deferral / active EE | $14,338 | $5,500+160.7% | $5,072+182.7% | $6,407+123.8% |
| Admin fee / account holder | $739 | $9,721-92.4% | $8,859-91.7% | $12,270-94.0% |