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 | $165,945 | $154,117+7.7% | $129,995+27.7% | $139,434+19.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.13% | 32.48%-18.3pp | -137.18%+151.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $11,539 | $5,289+118.2% | $4,320+167.1% | $4,751+142.9% |
| Participant deferral / active EE | $7,725 | $6,710+15.1% | $5,820+32.7% | $6,710+15.1% |
| Admin fee / account holder | $7,418 | $14,007-47.0% | $10,614-30.1% | $11,403-34.9% |