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 | $116,287 | $107,334+8.3% | $92,893+25.2% | $152,861-23.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.64% | 145.58%-118.9pp | 109.41%-82.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $6,461 | $4,221+53.1% | $3,653+76.9% | $4,762+35.7% |
| Participant deferral / active EE | $5,437 | $4,845+12.2% | $4,236+28.3% | $5,850-7.1% |
| Admin fee / account holder | $517 | $7,079-92.7% | $5,794-91.1% | $11,596-95.5% |