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 | $171,456 | $227,553-24.7% | $189,557-9.5% | $167,490+2.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.46% | 78.40%-67.9pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,755 | $5,316-67.0% | $4,412-60.2% | $4,837-63.7% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.1% | $6,341+310.0% |
| Admin fee / account holder | $1,478 | $11,878-87.6% | $9,807-84.9% | $12,309-88.0% |