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 | $157,681 | $159,602-1.2% | $150,045+5.1% | $142,382+10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.24% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $21,218 | $4,961+327.7% | $4,693+352.1% | $4,299+393.6% |
| Participant deferral / active EE | $12,388 | $8,310+49.1% | $7,997+54.9% | $6,507+90.4% |
| Admin fee / account holder | $5,913 | $14,846-60.2% | $13,435-56.0% | $12,624-53.2% |