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 | $150,348 | $112,729+33.4% | $98,716+52.3% | $137,256+9.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.16% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $9,116 | $2,725+234.5% | $2,279+300.1% | $4,156+119.3% |
| Participant deferral / active EE | $6,737 | $4,640+45.2% | $4,048+66.4% | $6,407+5.1% |
| Admin fee / account holder | $5,730 | $10,129-43.4% | $8,703-34.2% | $12,270-53.3% |