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 | $118,778 | $100,773+17.9% | $88,946+33.5% | $142,382-16.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.86% | 70.18%-50.3pp | 57.82%-38.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,215 | $2,918+44.5% | $2,555+65.0% | $4,299-2.0% |
| Participant deferral / active EE | $10,070 | $5,230+92.5% | $4,581+119.8% | $6,507+54.8% |
| Admin fee / account holder | $494 | $9,693-94.9% | $8,261-94.0% | $12,624-96.1% |