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 | $214,122 | $209,336+2.3% | $197,124+8.6% | $137,256+56.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.18% | 48.09%-35.9pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,743 | $6,591-43.2% | $6,227-39.9% | $4,156-9.9% |
| Participant deferral / active EE | $8,558 | $9,614-11.0% | $9,135-6.3% | $6,407+33.6% |
| Admin fee / account holder | $2,749 | $17,308-84.1% | $16,298-83.1% | $12,270-77.6% |