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 6-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 | $168,286 | $217,402-22.6% | $185,823-9.4% | $167,490+0.5% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.74% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,851 | $5,873-68.5% | $5,167-64.2% | $4,837-61.7% |
| Participant deferral / active EE | $4,438 | $6,356-30.2% | $5,568-20.3% | $6,341-30.0% |
| Admin fee / account holder | $90,423 | $19,811+356.4% | $16,237+456.9% | $12,309+634.6% |