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 | $186,179 | $175,202+6.3% | $149,673+24.4% | $139,434+33.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.98% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $8,597 | $5,474+57.1% | $4,818+78.5% | $4,751+81.0% |
| Participant deferral / active EE | $6,007 | $6,519-7.8% | $5,680+5.8% | $6,710-10.5% |
| Admin fee / account holder | $1,326 | $16,150-91.8% | $13,210-90.0% | $11,403-88.4% |