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 | $197,699 | $111,535+77.3% | $105,223+87.9% | $137,256+44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.84% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,577 | $3,939-60.0% | $3,689-57.2% | $4,156-62.1% |
| Participant deferral / active EE | $3,226 | $5,500-41.3% | $5,072-36.4% | $6,407-49.6% |
| Admin fee / account holder | $7,722 | $9,721-20.6% | $8,859-12.8% | $12,270-37.1% |