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 | $124,652 | $111,535+11.8% | $105,223+18.5% | $137,256-9.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.78% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,775 | $3,939-4.2% | $3,689+2.3% | $4,156-9.2% |
| Participant deferral / active EE | $7,021 | $5,500+27.7% | $5,072+38.4% | $6,407+9.6% |
| Admin fee / account holder | $30,944 | $9,721+218.3% | $8,859+249.3% | $12,270+152.2% |