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 | $170,822 | $202,318-15.6% | $172,739-1.1% | $152,861+11.8% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 16.63% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $4,025 | $5,856-31.3% | $5,143-21.7% | $4,762-15.5% |
| Participant deferral / active EE | $4,041 | $5,948-32.1% | $5,198-22.2% | $5,850-30.9% |
| Admin fee / account holder | $5,262 | $17,109-69.2% | $13,954-62.3% | $11,596-54.6% |