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 4-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 | $166,872 | $201,272-17.1% | $184,203-9.4% | $145,922+14.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.63% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $6,909 | $7,022-1.6% | $6,427+7.5% | $4,660+48.3% |
| Participant deferral / active EE | $10,228 | $9,806+4.3% | $9,131+12.0% | $6,688+52.9% |
| Admin fee / account holder | $6,188 | $16,364-62.2% | $13,901-55.5% | $13,397-53.8% |