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 | $109,632 | $157,256-30.3% | $141,162-22.3% | $152,861-28.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.10% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $5,780 | $5,261+9.9% | $4,735+22.1% | $4,762+21.4% |
| Participant deferral / active EE | $10,193 | $7,109+43.4% | $6,709+51.9% | $5,850+74.2% |
| Admin fee / account holder | $3,038 | $12,120-74.9% | $10,261-70.4% | $11,596-73.8% |