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 | $137,680 | $124,281+10.8% | $109,143+26.1% | $167,490-17.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 29.81% | 26.04%+3.8pp | 25.75%+4.1pp | 478.56%-448.8pp |
| Employer contribution / active EE | $2,208 | $4,207-47.5% | $3,722-40.7% | $4,837-54.4% |
| Participant deferral / active EE | $2,663 | $5,255-49.3% | $4,653-42.8% | $6,341-58.0% |
| Admin fee / account holder | $18,027 | $7,970+126.2% | $6,752+167.0% | $12,309+46.5% |