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 | $147,302 | $165,912-11.2% | $122,332+20.4% | $147,584-0.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.60% | 34.55%-19.0pp | 30.27%-14.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $8,089 | $5,754+40.6% | $4,050+99.7% | $4,876+65.9% |
| Participant deferral / active EE | $6,416 | $4,005+60.2% | $3,287+95.2% | $5,439+18.0% |
| Admin fee / account holder | $9,213 | $7,424+24.1% | $5,478+68.2% | $10,885-15.4% |