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 | $152,724 | $165,984-8.0% | $164,813-7.3% | $145,922+4.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.17% | 100.03%-78.9pp | 69.93%-48.8pp | 561.29%-540.1pp |
| Employer contribution / active EE | $10,260 | $5,273+94.6% | $4,341+136.4% | $4,660+120.2% |
| Participant deferral / active EE | $9,542 | $6,959+37.1% | $6,031+58.2% | $6,688+42.7% |
| Admin fee / account holder | $530 | $16,648-96.8% | $12,690-95.8% | $13,397-96.0% |