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 | $180,072 | $201,259-10.5% | $184,200-2.2% | $145,959+23.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.91% | 28.98%-12.1pp | 28.80%-11.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $3,704 | $7,018-47.2% | $6,424-42.3% | $4,661-20.5% |
| Participant deferral / active EE | $10,409 | $9,806+6.1% | $9,132+14.0% | $6,689+55.6% |
| Admin fee / account holder | $4,532 | $16,372-72.3% | $13,907-67.4% | $13,398-66.2% |