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 | $201,740 | $201,272+0.2% | $184,203+9.5% | $145,922+38.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.56% | 29.00%-12.4pp | 28.81%-12.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $14,199 | $7,022+102.2% | $6,427+120.9% | $4,660+204.7% |
| Participant deferral / active EE | $15,379 | $9,806+56.8% | $9,131+68.4% | $6,688+130.0% |
| Admin fee / account holder | $476 | $16,364-97.1% | $13,901-96.6% | $13,397-96.4% |