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 9-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 | $240,251 | $165,912+44.8% | $122,332+96.4% | $147,584+62.8% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 24.03% | 34.55%-10.5pp | 30.27%-6.2pp | 578.55%-554.5pp |
| Employer contribution / active EE | $6,236 | $5,754+8.4% | $4,050+54.0% | $4,876+27.9% |
| Participant deferral / active EE | $7,947 | $4,005+98.4% | $3,287+141.8% | $5,439+46.1% |
| Admin fee / account holder | $1,374 | $7,424-81.5% | $5,478-74.9% | $10,885-87.4% |