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 | $216,577 | $162,781+33.0% | $133,956+61.7% | $158,922+36.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.32% | 41.94%-26.6pp | 45.09%-29.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,002 | $4,975-59.8% | $3,919-48.9% | $4,761-58.0% |
| Participant deferral / active EE | $4,851 | $5,911-17.9% | $5,048-3.9% | $5,982-18.9% |
| Admin fee / account holder | $3,621 | $11,736-69.2% | $8,927-59.4% | $11,246-67.8% |