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 | $117,184 | $157,256-25.5% | $141,162-17.0% | $152,861-23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.75% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,459 | $5,261-72.3% | $4,735-69.2% | $4,762-69.4% |
| Participant deferral / active EE | $8,453 | $7,109+18.9% | $6,709+26.0% | $5,850+44.5% |
| Admin fee / account holder | $15,780 | $12,120+30.2% | $10,261+53.8% | $11,596+36.1% |