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 | $188,465 | $210,648-10.5% | $177,989+5.9% | $145,922+29.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.15% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,769 | $4,565-61.2% | $3,949-55.2% | $4,660-62.0% |
| Participant deferral / active EE | $10,307 | $6,958+48.1% | $6,276+64.2% | $6,688+54.1% |
| Admin fee / account holder | $2,084 | $12,013-82.6% | $10,363-79.9% | $13,397-84.4% |