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 4-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 | $136,372 | $114,381+19.2% | $107,525+26.8% | $142,382-4.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.97% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,269 | $4,015-43.5% | $3,754-39.6% | $4,299-47.2% |
| Participant deferral / active EE | $20,442 | $5,564+267.4% | $5,116+299.6% | $6,507+214.1% |
| Admin fee / account holder | $1,961 | $9,860-80.1% | $8,919-78.0% | $12,624-84.5% |