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 3-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 | $217,906 | $214,378+1.6% | $200,582+8.6% | $142,382+53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.91% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $12,892 | $6,841+88.4% | $6,419+100.8% | $4,299+199.9% |
| Participant deferral / active EE | $10,591 | $9,865+7.4% | $9,331+13.5% | $6,507+62.8% |
| Admin fee / account holder | $1,096 | $17,692-93.8% | $16,305-93.3% | $12,624-91.3% |