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 | $170,950 | $165,335+3.4% | $149,696+14.2% | $158,922+7.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.16% | 348.15%-338.0pp | 276.60%-266.4pp | 302.83%-292.7pp |
| Employer contribution / active EE | $4,906 | $5,103-3.9% | $4,644+5.6% | $4,761+3.0% |
| Participant deferral / active EE | $6,830 | $7,181-4.9% | $6,842-0.2% | $5,982+14.2% |
| Admin fee / account holder | $49,405 | $10,807+357.2% | $9,309+430.7% | $11,246+339.3% |