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 | $192,288 | $214,378-10.3% | $200,582-4.1% | $142,382+35.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.37% | 46.41%-31.0pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,530 | $6,841-4.6% | $6,419+1.7% | $4,299+51.9% |
| Participant deferral / active EE | $4,681 | $9,865-52.5% | $9,331-49.8% | $6,507-28.1% |
| Admin fee / account holder | $7,184 | $17,692-59.4% | $16,305-55.9% | $12,624-43.1% |