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 | $120,701 | $97,044+24.4% | $83,333+44.8% | $135,375-10.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 124.30% | 12.31%+112.0pp | 10.63%+113.7pp | 519.73%-395.4pp |
| Employer contribution / active EE | $2,320 | $4,143-44.0% | $3,379-31.3% | $4,779-51.4% |
| Participant deferral / active EE | $4,266 | $5,964-28.5% | $5,565-23.3% | $5,609-23.9% |
| Admin fee / account holder | $1,761 | $8,380-79.0% | $7,510-76.5% | $10,827-83.7% |