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 | $165,652 | $198,466-16.5% | $170,442-2.8% | $147,584+12.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.23% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $7,204 | $6,184+16.5% | $5,433+32.6% | $4,876+47.7% |
| Participant deferral / active EE | $21,462 | $5,629+281.2% | $4,939+334.5% | $5,439+294.6% |
| Admin fee / account holder | $1,237 | $16,852-92.7% | $13,880-91.1% | $10,885-88.6% |