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 | $210,187 | $167,484+25.5% | $151,611+38.6% | $134,475+56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.62% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $22,602 | $6,829+231.0% | $6,166+266.6% | $4,740+376.9% |
| Participant deferral / active EE | $25,232 | $8,986+180.8% | $8,363+201.7% | $6,400+294.3% |
| Admin fee / account holder | $9,083 | $13,783-34.1% | $11,616-21.8% | $11,426-20.5% |