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 | $179,740 | $217,402-17.3% | $185,823-3.3% | $167,490+7.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.10% | 148.36%-136.3pp | 122.05%-109.9pp | 478.56%-466.5pp |
| Employer contribution / active EE | $6,968 | $5,873+18.6% | $5,167+34.8% | $4,837+44.0% |
| Participant deferral / active EE | $6,614 | $6,356+4.1% | $5,568+18.8% | $6,341+4.3% |
| Admin fee / account holder | $4,094 | $19,811-79.3% | $16,237-74.8% | $12,309-66.7% |