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 | $156,755 | $133,922+17.0% | $116,228+34.9% | $142,382+10.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.82% | 147.76%-136.9pp | 90.06%-79.2pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,886 | $3,446-45.3% | $2,994-37.0% | $4,299-56.1% |
| Participant deferral / active EE | $4,949 | $5,672-12.7% | $4,953-0.1% | $6,507-23.9% |
| Admin fee / account holder | $706 | $14,945-95.3% | $11,989-94.1% | $12,624-94.4% |