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 | $142,831 | $159,602-10.5% | $150,045-4.8% | $142,382+0.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.56% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,791 | $4,961-43.7% | $4,693-40.5% | $4,299-35.1% |
| Participant deferral / active EE | $7,063 | $8,310-15.0% | $7,997-11.7% | $6,507+8.5% |
| Admin fee / account holder | $3,708 | $14,846-75.0% | $13,435-72.4% | $12,624-70.6% |