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 | $146,961 | $129,217+13.7% | $93,406+57.3% | $158,922-7.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 7.15% | 118.21%-111.1pp | 78.05%-70.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,395 | $2,711-48.6% | $2,075-32.8% | $4,761-70.7% |
| Participant deferral / active EE | $8,081 | $3,909+106.7% | $3,126+158.5% | $5,982+35.1% |
| Admin fee / account holder | $10,901 | $7,383+47.7% | $5,230+108.4% | $11,246-3.1% |