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 | $120,714 | $183,592-34.2% | $155,567-22.4% | $145,959-17.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $3,848 | $5,315-27.6% | $4,674-17.7% | $4,661-17.4% |
| Participant deferral / active EE | $7,176 | $6,464+11.0% | $5,628+27.5% | $6,689+7.3% |
| Admin fee / account holder | $11,884 | $19,318-38.5% | $15,916-25.3% | $13,398-11.3% |