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 | $207,851 | $209,832-0.9% | $189,513+9.7% | $167,490+24.1% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 15.65% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $7,727 | $6,914+11.8% | $6,162+25.4% | $4,837+59.7% |
| Participant deferral / active EE | $17,611 | $8,935+97.1% | $8,221+114.2% | $6,341+177.7% |
| Admin fee / account holder | $7,719 | $14,293-46.0% | $12,045-35.9% | $12,309-37.3% |