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 | $166,651 | $185,822-10.3% | $169,993-2.0% | $139,434+19.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.72% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $7,364 | $7,590-3.0% | $6,785+8.5% | $4,751+55.0% |
| Participant deferral / active EE | $5,037 | $11,622-56.7% | $10,408-51.6% | $6,710-24.9% |
| Admin fee / account holder | $34,746 | $15,381+125.9% | $12,815+171.1% | $11,403+204.7% |