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 | $108,487 | $115,770-6.3% | $101,248+7.1% | $158,922-31.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.69% | 56.14%-43.4pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $7,195 | $4,175+72.4% | $3,660+96.6% | $4,761+51.1% |
| Participant deferral / active EE | $7,870 | $4,957+58.8% | $4,370+80.1% | $5,982+31.6% |
| Admin fee / account holder | $6,436 | $7,245-11.2% | $5,945+8.2% | $11,246-42.8% |