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 | $179,740 | $217,402-17.3% | $185,823-3.3% | $167,490+7.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.63% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $6,659 | $5,873+13.4% | $5,167+28.9% | $4,837+37.7% |
| Participant deferral / active EE | $4,765 | $6,356-25.0% | $5,568-14.4% | $6,341-24.9% |
| Admin fee / account holder | $2,297 | $19,811-88.4% | $16,237-85.9% | $12,309-81.3% |