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 | $236,652 | $179,726+31.7% | $156,263+51.4% | $142,382+66.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.76% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,982 | $5,069-21.5% | $4,333-8.1% | $4,299-7.4% |
| Participant deferral / active EE | $8,966 | $6,956+28.9% | $6,158+45.6% | $6,507+37.8% |
| Admin fee / account holder | $6,349 | $17,272-63.2% | $14,255-55.5% | $12,624-49.7% |