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 | $168,110 | $202,318-16.9% | $172,739-2.7% | $152,861+10.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 20.03% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,271 | $5,856-27.1% | $5,143-16.9% | $4,762-10.3% |
| Participant deferral / active EE | $11,776 | $5,948+98.0% | $5,198+126.6% | $5,850+101.3% |
| Admin fee / account holder | $852 | $17,109-95.0% | $13,954-93.9% | $11,596-92.7% |