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 | $209,966 | $185,822+13.0% | $169,993+23.5% | $139,434+50.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.93% | 60.50%-48.6pp | 53.37%-41.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $7,476 | $7,590-1.5% | $6,785+10.2% | $4,751+57.4% |
| Participant deferral / active EE | $10,838 | $11,622-6.7% | $10,408+4.1% | $6,710+61.5% |
| Admin fee / account holder | $1,796 | $15,381-88.3% | $12,815-86.0% | $11,403-84.3% |