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 | $156,835 | $124,281+26.2% | $109,143+43.7% | $167,490-6.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.17% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,572 | $4,207-62.6% | $3,722-57.8% | $4,837-67.5% |
| Participant deferral / active EE | $12,312 | $5,255+134.3% | $4,653+164.6% | $6,341+94.2% |
| Admin fee / account holder | $1,256 | $7,970-84.2% | $6,752-81.4% | $12,309-89.8% |