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 | $140,833 | $162,781-13.5% | $133,956+5.1% | $158,922-11.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.73% | 41.94%-16.2pp | 45.09%-19.4pp | 302.83%-277.1pp |
| Employer contribution / active EE | $11,470 | $4,975+130.5% | $3,919+192.7% | $4,761+140.9% |
| Participant deferral / active EE | $10,409 | $5,911+76.1% | $5,048+106.2% | $5,982+74.0% |
| Admin fee / account holder | $2,915 | $11,736-75.2% | $8,927-67.3% | $11,246-74.1% |