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 | $145,788 | $100,970+44.4% | $96,576+51.0% | $137,256+6.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.86% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,791 | $3,809-26.7% | $3,553-21.4% | $4,156-32.8% |
| Participant deferral / active EE | $10,112 | $8,286+22.0% | $7,956+27.1% | $6,407+57.8% |
| Admin fee / account holder | $1,390 | $11,312-87.7% | $11,381-87.8% | $12,270-88.7% |