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 | $172,901 | $99,652+73.5% | $78,778+119.5% | $147,584+17.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.92% | 47.28%-33.4pp | 35.62%-21.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,357 | $2,796-51.5% | $1,986-31.7% | $4,876-72.2% |
| Participant deferral / active EE | $3,104 | $3,664-15.3% | $2,958+4.9% | $5,439-42.9% |
| Admin fee / account holder | $31,386 | $7,155+338.6% | $5,134+511.4% | $10,885+188.3% |