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 6-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 | $151,074 | $165,335-8.6% | $149,696+0.9% | $158,922-4.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.27% | 348.15%-337.9pp | 276.60%-266.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,155 | $5,103-18.6% | $4,644-10.5% | $4,761-12.7% |
| Participant deferral / active EE | $5,147 | $7,181-28.3% | $6,842-24.8% | $5,982-14.0% |
| Admin fee / account holder | $5,717 | $10,807-47.1% | $9,309-38.6% | $11,246-49.2% |