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 | $158,802 | $202,318-21.5% | $172,739-8.1% | $152,861+3.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.46% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,643 | $5,856-54.9% | $5,143-48.6% | $4,762-44.5% |
| Participant deferral / active EE | $5,844 | $5,948-1.7% | $5,198+12.4% | $5,850-0.1% |
| Admin fee / account holder | $10,086 | $17,109-41.0% | $13,954-27.7% | $11,596-13.0% |