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 5-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 | $171,744 | $159,602+7.6% | $150,045+14.5% | $142,382+20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.93% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $8,579 | $4,961+72.9% | $4,693+82.8% | $4,299+99.6% |
| Participant deferral / active EE | $15,148 | $8,310+82.3% | $7,997+89.4% | $6,507+132.8% |
| Admin fee / account holder | $33,050 | $14,846+122.6% | $13,435+146.0% | $12,624+161.8% |