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 | $155,760 | $209,411-25.6% | $178,490-12.7% | $158,922-2.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.07% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,209 | $5,706-61.3% | $5,011-55.9% | $4,761-53.6% |
| Participant deferral / active EE | $7,407 | $5,954+24.4% | $5,202+42.4% | $5,982+23.8% |
| Admin fee / account holder | $25,512 | $17,074+49.4% | $13,984+82.4% | $11,246+126.9% |