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 | $164,996 | $176,056-6.3% | $159,436+3.5% | $167,490-1.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.47% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,105 | $5,297-41.4% | $4,829-35.7% | $4,837-35.8% |
| Participant deferral / active EE | $11,372 | $7,750+46.7% | $7,352+54.7% | $6,341+79.3% |
| Admin fee / account holder | $1,254 | $12,554-90.0% | $10,799-88.4% | $12,309-89.8% |