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 | $144,012 | $118,849+21.2% | $96,562+49.1% | $167,490-14.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.53% | 50.49%-31.0pp | 37.78%-18.3pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,512 | $3,120-51.5% | $2,356-35.8% | $4,837-68.7% |
| Participant deferral / active EE | $3,519 | $4,616-23.8% | $3,849-8.6% | $6,341-44.5% |
| Admin fee / account holder | $3,584 | $8,065-55.6% | $6,181-42.0% | $12,309-70.9% |