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 | $244,568 | $131,829+85.5% | $108,579+125.2% | $273,961-10.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.33% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $15,800 | $4,912+221.6% | $3,758+320.4% | $4,869+224.5% |
| Participant deferral / active EE | $17,250 | $5,127+236.4% | $4,311+300.2% | $5,287+226.3% |
| Admin fee / account holder | $1,290 | $10,252-87.4% | $7,645-83.1% | $10,132-87.3% |