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 | $97,333 | $102,828-5.3% | $105,387-7.6% | $152,861-36.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.45% | 20.85%+0.6pp | 26.82%-5.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,640 | $4,473+160.3% | $4,213+176.3% | $4,762+144.4% |
| Participant deferral / active EE | $8,013 | $5,465+46.6% | $5,502+45.6% | $5,850+37.0% |
| Admin fee / account holder | $615 | $8,683-92.9% | $6,559-90.6% | $11,596-94.7% |