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 | $148,784 | $175,202-15.1% | $149,673-0.6% | $139,434+6.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,419 | $5,474-37.5% | $4,818-29.0% | $4,751-28.0% |
| Participant deferral / active EE | $8,683 | $6,519+33.2% | $5,680+52.9% | $6,710+29.4% |
| Admin fee / account holder | $1,355 | $16,150-91.6% | $13,210-89.7% | $11,403-88.1% |