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 | $209,763 | $107,452+95.2% | $91,541+129.1% | $142,382+47.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.97% | 22.06%-9.1pp | 20.50%-7.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,072 | $2,994+2.6% | $2,505+22.6% | $4,299-28.5% |
| Participant deferral / active EE | $9,428 | $4,754+98.3% | $4,008+135.2% | $6,507+44.9% |
| Admin fee / account holder | $118,427 | $8,834+1240.5% | $6,956+1602.4% | $12,624+838.1% |