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 8-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 | $173,682 | $197,591-12.1% | $177,821-2.3% | $158,922+9.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.65% | 58.76%-45.1pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $13,784 | $6,697+105.8% | $5,918+132.9% | $4,761+189.5% |
| Participant deferral / active EE | $13,902 | $8,405+65.4% | $7,714+80.2% | $5,982+132.4% |
| Admin fee / account holder | $493 | $15,399-96.8% | $12,427-96.0% | $11,246-95.6% |