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 8-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 | $174,053 | $210,648-17.4% | $177,989-2.2% | $145,922+19.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.84% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,036 | $4,565-33.5% | $3,949-23.1% | $4,660-34.9% |
| Participant deferral / active EE | $8,587 | $6,958+23.4% | $6,276+36.8% | $6,688+28.4% |
| Admin fee / account holder | $124,986 | $12,013+940.4% | $10,363+1106.1% | $13,397+832.9% |