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 | $176,870 | $99,877+77.1% | $84,966+108.2% | $145,922+21.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 83.76%-73.8pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,212 | $3,231+61.3% | $2,727+91.1% | $4,660+11.8% |
| Participant deferral / active EE | $6,926 | $5,291+30.9% | $4,519+53.2% | $6,688+3.6% |
| Admin fee / account holder | $1,596 | $7,248-78.0% | $6,149-74.0% | $13,397-88.1% |