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 | $201,187 | $159,602+26.1% | $150,045+34.1% | $142,382+41.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.96% | 70.24%-43.3pp | 62.55%-35.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $20,511 | $4,961+313.5% | $4,693+337.0% | $4,299+377.1% |
| Participant deferral / active EE | $11,465 | $8,310+38.0% | $7,997+43.4% | $6,507+76.2% |
| Admin fee / account holder | $8,884 | $14,846-40.2% | $13,435-33.9% | $12,624-29.6% |