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 7-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 | $221,171 | $148,534+48.9% | $135,903+62.7% | $139,434+58.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.25% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,547 | $5,243-51.4% | $4,856-47.5% | $4,751-46.4% |
| Participant deferral / active EE | $13,592 | $8,100+67.8% | $7,758+75.2% | $6,710+102.6% |
| Admin fee / account holder | $605 | $12,400-95.1% | $10,762-94.4% | $11,403-94.7% |