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 | $196,133 | $214,378-8.5% | $200,582-2.2% | $142,382+37.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 36.31% | 46.41%-10.1pp | 42.33%-6.0pp | 217.08%-180.8pp |
| Employer contribution / active EE | $9,564 | $6,841+39.8% | $6,419+49.0% | $4,299+122.5% |
| Participant deferral / active EE | $12,011 | $9,865+21.8% | $9,331+28.7% | $6,507+84.6% |
| Admin fee / account holder | $1,162 | $17,692-93.4% | $16,305-92.9% | $12,624-90.8% |