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 | $151,272 | $185,822-18.6% | $169,993-11.0% | $139,434+8.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.04% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $3,627 | $7,590-52.2% | $6,785-46.5% | $4,751-23.6% |
| Participant deferral / active EE | $5,235 | $11,622-55.0% | $10,408-49.7% | $6,710-22.0% |
| Admin fee / account holder | $17,946 | $15,381+16.7% | $12,815+40.0% | $11,403+57.4% |