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 | $173,195 | $159,602+8.5% | $150,045+15.4% | $142,382+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.68% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,550 | $4,961+11.9% | $4,693+18.3% | $4,299+29.1% |
| Participant deferral / active EE | $22,656 | $8,310+172.6% | $7,997+183.3% | $6,507+248.2% |
| Admin fee / account holder | $2,304 | $14,846-84.5% | $13,435-82.8% | $12,624-81.7% |