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 | $161,463 | $197,591-18.3% | $177,821-9.2% | $158,922+1.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.71% | 58.76%-40.0pp | 48.32%-29.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $9,897 | $6,697+47.8% | $5,918+67.2% | $4,761+107.9% |
| Participant deferral / active EE | $5,583 | $8,405-33.6% | $7,714-27.6% | $5,982-6.7% |
| Admin fee / account holder | $3,967 | $15,399-74.2% | $12,427-68.1% | $11,246-64.7% |