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 | $156,568 | $159,901-2.1% | $146,958+6.5% | $145,922+7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.16% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $21,194 | $5,286+300.9% | $4,933+329.7% | $4,660+354.9% |
| Participant deferral / active EE | $8,041 | $8,428-4.6% | $8,070-0.4% | $6,688+20.2% |
| Admin fee / account holder | $17,932 | $15,044+19.2% | $12,998+38.0% | $13,397+33.9% |