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 4-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 | $168,616 | $209,336-19.5% | $197,124-14.5% | $137,256+22.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.88% | 48.09%-20.2pp | 44.34%-16.5pp | 220.34%-192.5pp |
| Employer contribution / active EE | $9,953 | $6,591+51.0% | $6,227+59.8% | $4,156+139.5% |
| Participant deferral / active EE | $22,875 | $9,614+137.9% | $9,135+150.4% | $6,407+257.0% |
| Admin fee / account holder | $15,290 | $17,308-11.7% | $16,298-6.2% | $12,270+24.6% |