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 | $164,651 | $169,032-2.6% | $129,207+27.4% | $145,922+12.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.07% | 14330.11%-14311.0pp | 9417.33%-9398.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,358 | $5,537-57.4% | $4,153-43.2% | $4,660-49.4% |
| Participant deferral / active EE | $5,811 | $4,987+16.5% | $4,168+39.4% | $6,688-13.1% |
| Admin fee / account holder | $2,517 | $9,954-74.7% | $7,715-67.4% | $13,397-81.2% |