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 | $170,100 | $176,056-3.4% | $159,436+6.7% | $167,490+1.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.08% | 331.75%-296.7pp | 263.57%-228.5pp | 478.56%-443.5pp |
| Employer contribution / active EE | $15,746 | $5,297+197.3% | $4,829+226.0% | $4,837+225.5% |
| Participant deferral / active EE | $10,582 | $7,750+36.5% | $7,352+43.9% | $6,341+66.9% |
| Admin fee / account holder | $1,837 | $12,554-85.4% | $10,799-83.0% | $12,309-85.1% |