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 10-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 | $187,377 | $185,822+0.8% | $169,993+10.2% | $139,434+34.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.73% | 60.50%-45.8pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,083 | $7,590-72.6% | $6,785-69.3% | $4,751-56.2% |
| Participant deferral / active EE | $5,191 | $11,622-55.3% | $10,408-50.1% | $6,710-22.6% |
| Admin fee / account holder | $1,979 | $15,381-87.1% | $12,815-84.6% | $11,403-82.6% |