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 | $125,464 | $148,534-15.5% | $135,903-7.7% | $139,434-10.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.68% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $11,196 | $5,243+113.5% | $4,856+130.5% | $4,751+135.7% |
| Participant deferral / active EE | $14,585 | $8,100+80.1% | $7,758+88.0% | $6,710+117.4% |
| Admin fee / account holder | $39,402 | $12,400+217.8% | $10,762+266.1% | $11,403+245.6% |