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 | $243,004 | $209,336+16.1% | $197,124+23.3% | $137,256+77.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.56% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,543 | $6,591-61.4% | $6,227-59.2% | $4,156-38.8% |
| Participant deferral / active EE | $21,191 | $9,614+120.4% | $9,135+132.0% | $6,407+230.8% |
| Admin fee / account holder | $2,672 | $17,308-84.6% | $16,298-83.6% | $12,270-78.2% |