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 | $128,257 | $98,652+30.0% | $142,942-10.3% | $82,448+55.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 20.02% | 22.65%-2.6pp | 113.70%-93.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $9,867 | $3,211+207.3% | $4,139+138.4% | $2,551+286.8% |
| Participant deferral / active EE | $18,132 | $5,580+224.9% | $7,128+154.4% | $4,139+338.0% |
| Admin fee / account holder | $3,048 | $8,078-62.3% | $12,475-75.6% | $7,234-57.9% |