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 | $142,162 | $142,405-0.2% | $115,157+23.5% | $152,861-7.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.25% | 41.48%-21.2pp | 35.60%-15.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,384 | $4,010-65.5% | $3,179-56.5% | $4,762-70.9% |
| Participant deferral / active EE | $6,767 | $5,164+31.0% | $4,168+62.3% | $5,850+15.7% |
| Admin fee / account holder | $1,662 | $8,462-80.4% | $7,088-76.6% | $11,596-85.7% |