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 | $144,467 | $214,378-32.6% | $200,582-28.0% | $142,382+1.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.44% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,531 | $6,841-48.4% | $6,419-45.0% | $4,299-17.9% |
| Participant deferral / active EE | $11,921 | $9,865+20.8% | $9,331+27.8% | $6,507+83.2% |
| Admin fee / account holder | $23,340 | $17,692+31.9% | $16,305+43.2% | $12,624+84.9% |