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 | $132,101 | $168,632-21.7% | $147,614-10.5% | $125,391+5.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.82% | 77.65%-72.8pp | 61.98%-57.2pp | 282.22%-277.4pp |
| Employer contribution / active EE | $2,213 | $6,252-64.6% | $5,564-60.2% | $4,866-54.5% |
| Participant deferral / active EE | $6,600 | $5,507+19.9% | $4,895+34.8% | $5,352+23.3% |
| Admin fee / account holder | $734 | $13,580-94.6% | $11,611-93.7% | $9,540-92.3% |