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 | $189,990 | $197,591-3.8% | $177,821+6.8% | $158,922+19.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.31% | 58.76%-48.5pp | 48.32%-38.0pp | 302.83%-292.5pp |
| Employer contribution / active EE | $8,161 | $6,697+21.9% | $5,918+37.9% | $4,761+71.4% |
| Participant deferral / active EE | $7,967 | $8,405-5.2% | $7,714+3.3% | $5,982+33.2% |
| Admin fee / account holder | $5,034 | $15,399-67.3% | $12,427-59.5% | $11,246-55.2% |