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 3-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 | $165,407 | $183,592-9.9% | $155,567+6.3% | $145,959+13.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.87% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,625 | $5,315-69.4% | $4,674-65.2% | $4,661-65.1% |
| Participant deferral / active EE | $2,075 | $6,464-67.9% | $5,628-63.1% | $6,689-69.0% |
| Admin fee / account holder | $2,655 | $19,318-86.3% | $15,916-83.3% | $13,398-80.2% |