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 | $177,865 | $179,726-1.0% | $156,263+13.8% | $142,382+24.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.65% | 77.86%-53.2pp | 59.47%-34.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $3,052 | $5,069-39.8% | $4,333-29.6% | $4,299-29.0% |
| Participant deferral / active EE | $6,752 | $6,956-2.9% | $6,158+9.6% | $6,507+3.8% |
| Admin fee / account holder | $1,231 | $17,272-92.9% | $14,255-91.4% | $12,624-90.2% |