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 | $165,778 | $183,519-9.7% | $155,509+6.6% | $145,922+13.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.14% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $13,666 | $5,313+157.2% | $4,672+192.5% | $4,660+193.3% |
| Participant deferral / active EE | $4,060 | $6,462-37.2% | $5,626-27.8% | $6,688-39.3% |
| Admin fee / account holder | $714 | $19,313-96.3% | $15,912-95.5% | $13,397-94.7% |