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 | $187,919 | $214,378-12.3% | $200,582-6.3% | $142,382+32.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.66% | 46.41%-28.7pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,199 | $6,841-53.2% | $6,419-50.2% | $4,299-25.6% |
| Participant deferral / active EE | $16,815 | $9,865+70.5% | $9,331+80.2% | $6,507+158.4% |
| Admin fee / account holder | $758 | $17,692-95.7% | $16,305-95.4% | $12,624-94.0% |