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 | $150,824 | $217,402-30.6% | $185,823-18.8% | $167,490-10.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.45% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $7,599 | $5,873+29.4% | $5,167+47.1% | $4,837+57.1% |
| Participant deferral / active EE | $6,358 | $6,3560% | $5,568+14.2% | $6,341+0.3% |
| Admin fee / account holder | $1,797 | $19,811-90.9% | $16,237-88.9% | $12,309-85.4% |