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 5-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 | $127,768 | $126,574+0.9% | $106,213+20.3% | $145,922-12.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.63% | 224.79%-213.2pp | 116.14%-104.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $21,518 | $3,730+476.8% | $3,171+578.5% | $4,660+361.8% |
| Participant deferral / active EE | $16,683 | $5,724+191.5% | $5,016+232.6% | $6,688+149.5% |
| Admin fee / account holder | $4,071 | $17,304-76.5% | $11,033-63.1% | $13,397-69.6% |