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 | $152,436 | $198,466-23.2% | $170,442-10.6% | $147,584+3.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.13% | 257.29%-247.2pp | 205.93%-195.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,758 | $6,184-71.6% | $5,433-67.6% | $4,876-63.9% |
| Participant deferral / active EE | $9,638 | $5,629+71.2% | $4,939+95.1% | $5,439+77.2% |
| Admin fee / account holder | $3,817 | $16,852-77.4% | $13,880-72.5% | $10,885-64.9% |