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 | $188,965 | $197,591-4.4% | $177,821+6.3% | $158,922+18.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.55% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $21,234 | $6,697+217.0% | $5,918+258.8% | $4,761+346.0% |
| Participant deferral / active EE | $17,640 | $8,405+109.9% | $7,714+128.7% | $5,982+194.9% |
| Admin fee / account holder | $1,481 | $15,399-90.4% | $12,427-88.1% | $11,246-86.8% |