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 | $153,335 | $84,696+81.0% | $75,696+102.6% | $167,490-8.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 23.04% | 199.36%-176.3pp | 104.53%-81.5pp | 478.56%-455.5pp |
| Employer contribution / active EE | $661 | $3,230-79.5% | $2,743-75.9% | $4,837-86.3% |
| Participant deferral / active EE | $4,778 | $4,580+4.3% | $3,821+25.0% | $6,341-24.6% |
| Admin fee / account holder | $1,025 | $5,355-80.8% | $3,619-71.7% | $12,309-91.7% |