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 | $154,701 | $198,466-22.1% | $170,442-9.2% | $147,584+4.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.61% | 257.29%-247.7pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,239 | $6,184-63.8% | $5,433-58.8% | $4,876-54.1% |
| Participant deferral / active EE | $10,002 | $5,629+77.7% | $4,939+102.5% | $5,439+83.9% |
| Admin fee / account holder | $3,443 | $16,852-79.6% | $13,880-75.2% | $10,885-68.4% |