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 | $134,983 | $163,101-17.2% | $136,749-1.3% | $142,382-5.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.04% | 27.54%-16.5pp | 24.33%-13.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $5,403 | $4,117+31.3% | $3,400+58.9% | $4,299+25.7% |
| Participant deferral / active EE | $12,468 | $5,585+123.3% | $4,692+165.7% | $6,507+91.6% |
| Admin fee / account holder | $1,450 | $14,318-89.9% | $11,386-87.3% | $12,624-88.5% |