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 | $203,014 | $159,602+27.2% | $150,045+35.3% | $142,382+42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.27% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,541 | $4,961-8.5% | $4,693-3.2% | $4,299+5.6% |
| Participant deferral / active EE | $15,572 | $8,310+87.4% | $7,997+94.7% | $6,507+139.3% |
| Admin fee / account holder | $1,977 | $14,846-86.7% | $13,435-85.3% | $12,624-84.3% |