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 | $121,782 | $112,729+8.0% | $98,716+23.4% | $137,256-11.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.83% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,702 | $2,725-37.5% | $2,279-25.3% | $4,156-59.0% |
| Participant deferral / active EE | $3,238 | $4,640-30.2% | $4,048-20.0% | $6,407-49.5% |
| Admin fee / account holder | $699 | $10,129-93.1% | $8,703-92.0% | $12,270-94.3% |