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 | $216,472 | $165,984+30.4% | $164,813+31.3% | $145,922+48.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.22% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,472 | $5,273-72.1% | $4,341-66.1% | $4,660-68.4% |
| Participant deferral / active EE | $14,954 | $6,959+114.9% | $6,031+147.9% | $6,688+123.6% |
| Admin fee / account holder | $1,505 | $16,648-91.0% | $12,690-88.1% | $13,397-88.8% |