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 | $202,617 | $209,411-3.2% | $178,490+13.5% | $158,922+27.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.02% | 188.75%-164.7pp | 151.07%-127.1pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,652 | $5,706-53.5% | $5,011-47.1% | $4,761-44.3% |
| Participant deferral / active EE | $8,742 | $5,954+46.8% | $5,202+68.1% | $5,982+46.1% |
| Admin fee / account holder | $6,160 | $17,074-63.9% | $13,984-55.9% | $11,246-45.2% |