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 | $166,473 | $152,587+9.1% | $125,175+33.0% | $152,861+8.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.95% | 54.84%-38.9pp | 43.79%-27.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $4,120 | $4,946-16.7% | $3,865+6.6% | $4,762-13.5% |
| Participant deferral / active EE | $10,311 | $5,868+75.7% | $4,937+108.9% | $5,850+76.3% |
| Admin fee / account holder | $1,908 | $13,434-85.8% | $9,702-80.3% | $11,596-83.5% |