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 | $147,296 | $209,411-29.7% | $178,490-17.5% | $158,922-7.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.81% | 188.75%-169.9pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $8,162 | $5,706+43.0% | $5,011+62.9% | $4,761+71.4% |
| Participant deferral / active EE | $6,227 | $5,954+4.6% | $5,202+19.7% | $5,982+4.1% |
| Admin fee / account holder | $73,901 | $17,074+332.8% | $13,984+428.5% | $11,246+557.2% |