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 | $149,894 | $117,841+27.2% | $102,423+46.3% | $145,922+2.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,431 | $3,615-5.1% | $3,023+13.5% | $4,660-26.4% |
| Participant deferral / active EE | $7,730 | $5,731+34.9% | $5,053+53.0% | $6,688+15.6% |
| Admin fee / account holder | $3,081 | $13,326-76.9% | $9,451-67.4% | $13,397-77.0% |