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 | $184,519 | $198,466-7.0% | $170,442+8.3% | $147,584+25.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.49% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,199 | $6,184-64.4% | $5,433-59.5% | $4,876-54.9% |
| Participant deferral / active EE | $4,468 | $5,629-20.6% | $4,939-9.5% | $5,439-17.8% |
| Admin fee / account holder | $32,262 | $16,852+91.4% | $13,880+132.4% | $10,885+196.4% |