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 | $171,530 | $176,056-2.6% | $159,436+7.6% | $167,490+2.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.46% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,989 | $5,297-43.6% | $4,829-38.1% | $4,837-38.2% |
| Participant deferral / active EE | $9,302 | $7,750+20.0% | $7,352+26.5% | $6,341+46.7% |
| Admin fee / account holder | $1,337 | $12,554-89.4% | $10,799-87.6% | $12,309-89.1% |