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 | $187,802 | $162,781+15.4% | $133,956+40.2% | $158,922+18.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.53% | 41.94%-24.4pp | 45.09%-27.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $989 | $4,975-80.1% | $3,919-74.8% | $4,761-79.2% |
| Participant deferral / active EE | $4,985 | $5,911-15.7% | $5,048-1.2% | $5,982-16.7% |
| Admin fee / account holder | $54,628 | $11,736+365.5% | $8,927+511.9% | $11,246+385.8% |