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 | $142,124 | $117,841+20.6% | $102,423+38.8% | $145,922-2.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.97% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,528 | $3,615-57.7% | $3,023-49.5% | $4,660-67.2% |
| Participant deferral / active EE | $5,907 | $5,731+3.1% | $5,053+16.9% | $6,688-11.7% |
| Admin fee / account holder | $9,130 | $13,326-31.5% | $9,451-3.4% | $13,397-31.8% |