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 | $149,670 | $197,591-24.3% | $177,821-15.8% | $158,922-5.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.83% | 58.76%-37.9pp | 48.32%-27.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $4,076 | $6,697-39.1% | $5,918-31.1% | $4,761-14.4% |
| Participant deferral / active EE | $10,870 | $8,405+29.3% | $7,714+40.9% | $5,982+81.7% |
| Admin fee / account holder | $1,728 | $15,399-88.8% | $12,427-86.1% | $11,246-84.6% |