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 | $117,568 | $107,334+9.5% | $92,893+26.6% | $152,861-23.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.44% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,122 | $4,221-2.3% | $3,653+12.8% | $4,762-13.4% |
| Participant deferral / active EE | $4,072 | $4,845-15.9% | $4,236-3.9% | $5,850-30.4% |
| Admin fee / account holder | $12,190 | $7,079+72.2% | $5,794+110.4% | $11,596+5.1% |