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 | $165,427 | $165,335+0.1% | $149,696+10.5% | $158,922+4.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.72% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,989 | $5,103-61.0% | $4,644-57.2% | $4,761-58.2% |
| Participant deferral / active EE | $7,073 | $7,181-1.5% | $6,842+3.4% | $5,982+18.2% |
| Admin fee / account holder | $2,900 | $10,807-73.2% | $9,309-68.8% | $11,246-74.2% |