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 | $200,163 | $154,228+29.8% | $145,433+37.6% | $137,256+45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.46% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $12,079 | $4,804+151.4% | $4,554+165.2% | $4,156+190.6% |
| Participant deferral / active EE | $18,048 | $8,216+119.7% | $7,897+128.5% | $6,407+181.7% |
| Admin fee / account holder | $1,016 | $14,344-92.9% | $13,129-92.3% | $12,270-91.7% |