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 | $154,448 | $127,777+20.9% | $106,548+45.0% | $167,490-7.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.12% | 33.87%-21.7pp | 26.80%-14.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $6,192 | $3,427+80.7% | $2,819+119.6% | $4,837+28.0% |
| Participant deferral / active EE | $4,426 | $5,087-13.0% | $4,398+0.6% | $6,341-30.2% |
| Admin fee / account holder | $9,914 | $11,228-11.7% | $7,407+33.8% | $12,309-19.5% |