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 | $149,474 | $179,726-16.8% | $156,263-4.3% | $142,382+5.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.36% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,281 | $5,069-15.6% | $4,333-1.2% | $4,299-0.4% |
| Participant deferral / active EE | $10,904 | $6,956+56.8% | $6,158+77.1% | $6,507+67.6% |
| Admin fee / account holder | $11,993 | $17,272-30.6% | $14,255-15.9% | $12,624-5.0% |