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 | $134,850 | $157,256-14.2% | $141,162-4.5% | $152,861-11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.13% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,101 | $5,261-41.1% | $4,735-34.5% | $4,762-34.9% |
| Participant deferral / active EE | $10,148 | $7,109+42.7% | $6,709+51.3% | $5,850+73.5% |
| Admin fee / account holder | $20,890 | $12,120+72.4% | $10,261+103.6% | $11,596+80.1% |