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 | $158,095 | $214,378-26.3% | $200,582-21.2% | $142,382+11.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.65% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,565 | $6,841+10.6% | $6,419+17.9% | $4,299+76.0% |
| Participant deferral / active EE | $6,536 | $9,865-33.7% | $9,331-30.0% | $6,507+0.4% |
| Admin fee / account holder | $4,507 | $17,692-74.5% | $16,305-72.4% | $12,624-64.3% |