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 | $189,742 | $114,237+66.1% | $119,258+59.1% | $167,490+13.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.60% | 29.87%-17.3pp | 30.69%-18.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $6,981 | $4,481+55.8% | $4,384+59.2% | $4,837+44.3% |
| Participant deferral / active EE | $3,213 | $6,084-47.2% | $6,111-47.4% | $6,341-49.3% |
| Admin fee / account holder | $1,355 | $8,932-84.8% | $7,226-81.2% | $12,309-89.0% |