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 | $184,919 | $228,332-19.0% | $185,823-0.5% | $158,922+16.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.26% | 40.80%-28.5pp | 35.95%-23.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,833 | $4,967-43.0% | $4,087-30.7% | $4,761-40.5% |
| Participant deferral / active EE | $11,841 | $6,415+84.6% | $5,632+110.2% | $5,982+97.9% |
| Admin fee / account holder | $1,589 | $11,864-86.6% | $9,500-83.3% | $11,246-85.9% |