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 | $153,022 | $198,466-22.9% | $170,442-10.2% | $147,584+3.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.28% | 257.29%-244.0pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,056 | $6,184-66.8% | $5,433-62.2% | $4,876-57.8% |
| Participant deferral / active EE | $7,105 | $5,629+26.2% | $4,939+43.8% | $5,439+30.6% |
| Admin fee / account holder | $1,511 | $16,852-91.0% | $13,880-89.1% | $10,885-86.1% |