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 | $131,044 | $183,963-28.8% | $162,163-19.2% | $152,861-14.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.75% | 150.76%-127.0pp | 115.59%-91.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $6,216 | $6,371-2.4% | $5,614+10.7% | $4,762+30.5% |
| Participant deferral / active EE | $5,119 | $8,034-36.3% | $7,298-29.9% | $5,850-12.5% |
| Admin fee / account holder | $322 | $13,121-97.5% | $10,843-97.0% | $11,596-97.2% |