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 | $151,771 | $177,572-14.5% | $154,803-2.0% | $142,382+6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 43.10% | 65.07%-22.0pp | 58.88%-15.8pp | 217.08%-174.0pp |
| Employer contribution / active EE | $10,368 | $4,810+115.5% | $4,305+140.8% | $4,299+141.2% |
| Participant deferral / active EE | $4,304 | $6,272-31.4% | $5,540-22.3% | $6,507-33.9% |
| Admin fee / account holder | $8,707 | $16,786-48.1% | $14,329-39.2% | $12,624-31.0% |