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 3-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 | $122,764 | $114,381+7.3% | $107,525+14.2% | $142,382-13.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.74% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,420 | $4,015-64.6% | $3,754-62.2% | $4,299-67.0% |
| Participant deferral / active EE | $9,275 | $5,564+66.7% | $5,116+81.3% | $6,507+42.5% |
| Admin fee / account holder | $9,768 | $9,860-0.9% | $8,919+9.5% | $12,624-22.6% |