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 8-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 | $128,760 | $106,584+20.8% | $101,326+27.1% | $142,382-9.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.00% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $9,947 | $3,956+151.4% | $3,665+171.4% | $4,299+131.4% |
| Participant deferral / active EE | $5,242 | $8,297-36.8% | $7,994-34.4% | $6,507-19.4% |
| Admin fee / account holder | $1,694 | $11,446-85.2% | $11,185-84.9% | $12,624-86.6% |