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 | $127,678 | $214,378-40.4% | $200,582-36.3% | $142,382-10.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.73% | 46.41%-18.7pp | 42.33%-14.6pp | 217.08%-189.4pp |
| Employer contribution / active EE | $6,338 | $6,841-7.4% | $6,419-1.3% | $4,299+47.4% |
| Participant deferral / active EE | $12,321 | $9,865+24.9% | $9,331+32.0% | $6,507+89.4% |
| Admin fee / account holder | $40,126 | $17,692+126.8% | $16,305+146.1% | $12,624+217.9% |