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 7-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 | $176,796 | $157,256+12.4% | $141,162+25.2% | $152,861+15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.09% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,725 | $5,261-67.2% | $4,735-63.6% | $4,762-63.8% |
| Participant deferral / active EE | $5,890 | $7,109-17.2% | $6,709-12.2% | $5,850+0.7% |
| Admin fee / account holder | $5,030 | $12,120-58.5% | $10,261-51.0% | $11,596-56.6% |