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 | $175,000 | $176,056-0.6% | $159,436+9.8% | $167,490+4.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.63% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $3,240 | $5,297-38.8% | $4,829-32.9% | $4,837-33.0% |
| Participant deferral / active EE | $8,220 | $7,750+6.1% | $7,352+11.8% | $6,341+29.6% |
| Admin fee / account holder | $3,834 | $12,554-69.5% | $10,799-64.5% | $12,309-68.9% |