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 | $145,939 | $105,931+37.8% | $81,930+78.1% | $158,922-8.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.78% | 38.17%-33.4pp | 29.49%-24.7pp | 302.83%-298.0pp |
| Employer contribution / active EE | $7,523 | $7,800-3.6% | $4,310+74.5% | $4,761+58.0% |
| Participant deferral / active EE | $5,268 | $13,003-59.5% | $7,107-25.9% | $5,982-11.9% |
| Admin fee / account holder | $10,665 | $8,489+25.6% | $5,158+106.8% | $11,246-5.2% |