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 | $124,055 | $115,770+7.2% | $101,248+22.5% | $158,922-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.45% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $6,426 | $4,175+53.9% | $3,660+75.6% | $4,761+35.0% |
| Participant deferral / active EE | $3,299 | $4,957-33.5% | $4,370-24.5% | $5,982-44.9% |
| Admin fee / account holder | $356 | $7,245-95.1% | $5,945-94.0% | $11,246-96.8% |