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 | $193,833 | $176,056+10.1% | $159,436+21.6% | $167,490+15.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.75% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,064 | $5,297-42.2% | $4,829-36.6% | $4,837-36.7% |
| Participant deferral / active EE | $10,542 | $7,750+36.0% | $7,352+43.4% | $6,341+66.2% |
| Admin fee / account holder | $4,022 | $12,554-68.0% | $10,799-62.8% | $12,309-67.3% |