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 | $167,040 | $154,117+8.4% | $129,995+28.5% | $139,434+19.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.89% | 32.48%-17.6pp | -137.18%+152.1pp | 372.94%-358.1pp |
| Employer contribution / active EE | $13,636 | $5,289+157.8% | $4,320+215.7% | $4,751+187.0% |
| Participant deferral / active EE | $6,664 | $6,710-0.7% | $5,820+14.5% | $6,710-0.7% |
| Admin fee / account holder | $3,709 | $14,007-73.5% | $10,614-65.1% | $11,403-67.5% |