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 | $218,731 | $209,411+4.5% | $178,490+22.5% | $158,922+37.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.05% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,792 | $5,706-51.1% | $5,011-44.3% | $4,761-41.4% |
| Participant deferral / active EE | $7,373 | $5,954+23.8% | $5,202+41.7% | $5,982+23.3% |
| Admin fee / account holder | $10,622 | $17,074-37.8% | $13,984-24.0% | $11,246-5.6% |