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 10-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 | $219,423 | $228,332-3.9% | $185,823+18.1% | $158,922+38.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 74.65% | 40.80%+33.8pp | 35.95%+38.7pp | 302.83%-228.2pp |
| Employer contribution / active EE | $24,837 | $4,967+400.1% | $4,087+507.6% | $4,761+421.7% |
| Participant deferral / active EE | $18,133 | $6,415+182.7% | $5,632+222.0% | $5,982+203.1% |
| Admin fee / account holder | $1,344 | $11,864-88.7% | $9,500-85.9% | $11,246-88.1% |