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 | $224,649 | $176,812+27.1% | $146,665+53.2% | $167,490+34.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.58% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,898 | $5,160-43.8% | $4,136-29.9% | $4,837-40.1% |
| Participant deferral / active EE | $7,111 | $6,440+10.4% | $5,506+29.1% | $6,341+12.1% |
| Admin fee / account holder | $70,467 | $13,259+431.5% | $10,280+585.5% | $12,309+472.5% |