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 | $183,424 | $197,591-7.2% | $177,821+3.2% | $158,922+15.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 69.90% | 58.76%+11.1pp | 48.32%+21.6pp | 302.83%-232.9pp |
| Employer contribution / active EE | $9,742 | $6,697+45.5% | $5,918+64.6% | $4,761+104.6% |
| Participant deferral / active EE | $13,950 | $8,405+66.0% | $7,714+80.8% | $5,982+133.2% |
| Admin fee / account holder | $685 | $15,399-95.6% | $12,427-94.5% | $11,246-93.9% |