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 | $148,485 | $159,602-7.0% | $150,045-1.0% | $142,382+4.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.21% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,660 | $4,961+34.3% | $4,693+41.9% | $4,299+54.9% |
| Participant deferral / active EE | $23,258 | $8,310+179.9% | $7,997+190.8% | $6,507+257.4% |
| Admin fee / account holder | $36,428 | $14,846+145.4% | $13,435+171.1% | $12,624+188.6% |