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 | $179,147 | $181,894-1.5% | $156,549+14.4% | $273,961-34.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.33% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $7,570 | $6,248+21.2% | $5,501+37.6% | $4,869+55.5% |
| Participant deferral / active EE | $5,745 | $5,550+3.5% | $4,871+17.9% | $5,287+8.7% |
| Admin fee / account holder | $18,635 | $15,559+19.8% | $13,027+43.0% | $10,132+83.9% |