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 | $198,428 | $180,749+9.8% | $160,784+23.4% | $137,256+44.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.16% | 2234.46%-2221.3pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,064 | $4,155-26.3% | $3,733-17.9% | $4,156-26.3% |
| Participant deferral / active EE | $7,311 | $6,844+6.8% | $6,293+16.2% | $6,407+14.1% |
| Admin fee / account holder | $78,099 | $10,397+651.2% | $9,717+703.7% | $12,270+536.5% |