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 | $164,935 | $162,781+1.3% | $133,956+23.1% | $158,922+3.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.24% | 41.94%-32.7pp | 45.09%-35.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,951 | $4,975-40.7% | $3,919-24.7% | $4,761-38.0% |
| Participant deferral / active EE | $8,983 | $5,911+52.0% | $5,048+78.0% | $5,982+50.2% |
| Admin fee / account holder | $679 | $11,736-94.2% | $8,927-92.4% | $11,246-94.0% |