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 | $202,112 | $209,336-3.5% | $197,124+2.5% | $137,256+47.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.96% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $10,040 | $6,591+52.3% | $6,227+61.2% | $4,156+141.6% |
| Participant deferral / active EE | $6,444 | $9,614-33.0% | $9,135-29.5% | $6,407+0.6% |
| Admin fee / account holder | $4,075 | $17,308-76.5% | $16,298-75.0% | $12,270-66.8% |