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 | $159,492 | $165,335-3.5% | $149,696+6.5% | $158,922+0.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.32% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $6,886 | $5,103+35.0% | $4,644+48.3% | $4,761+44.6% |
| Participant deferral / active EE | $12,703 | $7,181+76.9% | $6,842+85.7% | $5,982+112.4% |
| Admin fee / account holder | $848 | $10,807-92.2% | $9,309-90.9% | $11,246-92.5% |