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 | $114,803 | $105,126+9.2% | $94,646+21.3% | $139,434-17.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.97% | 38.03%-25.1pp | 156.71%-143.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,249 | $4,106-20.9% | $3,672-11.5% | $4,751-31.6% |
| Participant deferral / active EE | $9,538 | $7,599+25.5% | $7,418+28.6% | $6,710+42.1% |
| Admin fee / account holder | $19,023 | $8,984+111.7% | $7,231+163.1% | $11,403+66.8% |