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 | $121,448 | $115,770+4.9% | $101,248+20.0% | $158,922-23.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.92% | 56.14%-24.2pp | 46.47%-14.5pp | 302.83%-270.9pp |
| Employer contribution / active EE | $1,159 | $4,175-72.2% | $3,660-68.3% | $4,761-75.7% |
| Participant deferral / active EE | $7,067 | $4,957+42.6% | $4,370+61.7% | $5,982+18.1% |
| Admin fee / account holder | $453 | $7,245-93.8% | $5,945-92.4% | $11,246-96.0% |