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 | $115,734 | $107,334+7.8% | $92,893+24.6% | $152,861-24.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.80% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,608 | $4,221-61.9% | $3,653-56.0% | $4,762-66.2% |
| Participant deferral / active EE | $4,090 | $4,845-15.6% | $4,236-3.4% | $5,850-30.1% |
| Admin fee / account holder | $1,011 | $7,079-85.7% | $5,794-82.5% | $11,596-91.3% |