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 | $175,698 | $159,602+10.1% | $150,045+17.1% | $142,382+23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.54% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $20,414 | $4,961+311.5% | $4,693+335.0% | $4,299+374.9% |
| Participant deferral / active EE | $14,931 | $8,310+79.7% | $7,997+86.7% | $6,507+129.5% |
| Admin fee / account holder | $309 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |