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 | $102,622 | $115,770-11.4% | $101,248+1.4% | $158,922-35.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.59% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,811 | $4,175-32.7% | $3,660-23.2% | $4,761-41.0% |
| Participant deferral / active EE | $11,821 | $4,957+138.5% | $4,370+170.5% | $5,982+97.6% |
| Admin fee / account holder | $14,243 | $7,245+96.6% | $5,945+139.6% | $11,246+26.7% |