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 | $192,761 | $114,381+68.5% | $107,525+79.3% | $142,382+35.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.05% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,999 | $4,015-0.4% | $3,754+6.5% | $4,299-7.0% |
| Participant deferral / active EE | $16,657 | $5,564+199.4% | $5,116+225.6% | $6,507+156.0% |
| Admin fee / account holder | $368 | $9,860-96.3% | $8,919-95.9% | $12,624-97.1% |