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 | $160,735 | $154,228+4.2% | $145,433+10.5% | $137,256+17.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.66% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,033 | $4,804-57.7% | $4,554-55.4% | $4,156-51.1% |
| Participant deferral / active EE | $4,166 | $8,216-49.3% | $7,897-47.3% | $6,407-35.0% |
| Admin fee / account holder | $1,335 | $14,344-90.7% | $13,129-89.8% | $12,270-89.1% |