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 | $189,576 | $214,378-11.6% | $200,582-5.5% | $142,382+33.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.67% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,732 | $6,841+42.2% | $6,419+51.6% | $4,299+126.4% |
| Participant deferral / active EE | $13,322 | $9,865+35.1% | $9,331+42.8% | $6,507+104.7% |
| Admin fee / account holder | $1,952 | $17,692-89.0% | $16,305-88.0% | $12,624-84.5% |