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 | $198,900 | $209,411-5.0% | $178,490+11.4% | $158,922+25.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.45% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $9,836 | $5,706+72.4% | $5,011+96.3% | $4,761+106.6% |
| Participant deferral / active EE | $5,200 | $5,954-12.7% | $5,2020% | $5,982-13.1% |
| Admin fee / account holder | $6,051 | $17,074-64.6% | $13,984-56.7% | $11,246-46.2% |