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 | $204,406 | $214,378-4.7% | $200,582+1.9% | $142,382+43.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.31% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,542 | $6,841-19.0% | $6,419-13.7% | $4,299+28.9% |
| Participant deferral / active EE | $11,295 | $9,865+14.5% | $9,331+21.0% | $6,507+73.6% |
| Admin fee / account holder | $729 | $17,692-95.9% | $16,305-95.5% | $12,624-94.2% |