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 9-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 | $173,652 | $106,584+62.9% | $101,326+71.4% | $142,382+22.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.47% | 36.93%-22.5pp | 36.82%-22.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,578 | $3,956+91.6% | $3,665+106.8% | $4,299+76.3% |
| Participant deferral / active EE | $25,464 | $8,297+206.9% | $7,994+218.5% | $6,507+291.3% |
| Admin fee / account holder | $8,135 | $11,446-28.9% | $11,185-27.3% | $12,624-35.6% |