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 | $156,698 | $106,584+47.0% | $101,326+54.6% | $142,382+10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.40% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,067 | $3,956+2.8% | $3,665+10.9% | $4,299-5.4% |
| Participant deferral / active EE | $23,698 | $8,297+185.6% | $7,994+196.4% | $6,507+264.2% |
| Admin fee / account holder | $5,244 | $11,446-54.2% | $11,185-53.1% | $12,624-58.5% |