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 | $169,618 | $176,056-3.7% | $159,436+6.4% | $167,490+1.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.02% | 331.75%-313.7pp | 263.57%-245.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $16,524 | $5,297+211.9% | $4,829+242.2% | $4,837+241.6% |
| Participant deferral / active EE | $13,768 | $7,750+77.7% | $7,352+87.3% | $6,341+117.1% |
| Admin fee / account holder | $2,578 | $12,554-79.5% | $10,799-76.1% | $12,309-79.1% |