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 | $175,066 | $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 | 12.00% | 331.75%-319.7pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,625 | $5,297-50.4% | $4,829-45.6% | $4,837-45.7% |
| Participant deferral / active EE | $10,124 | $7,750+30.6% | $7,352+37.7% | $6,341+59.7% |
| Admin fee / account holder | $31,269 | $12,554+149.1% | $10,799+189.6% | $12,309+154.0% |