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 | $147,382 | $165,984-11.2% | $164,813-10.6% | $145,922+1.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.17% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,684 | $5,273-30.1% | $4,341-15.1% | $4,660-20.9% |
| Participant deferral / active EE | $11,161 | $6,959+60.4% | $6,031+85.0% | $6,688+66.9% |
| Admin fee / account holder | $1,970 | $16,648-88.2% | $12,690-84.5% | $13,397-85.3% |