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 4-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 | $164,869 | $159,602+3.3% | $150,045+9.9% | $142,382+15.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.63% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $39,583 | $4,961+698.0% | $4,693+743.4% | $4,299+820.7% |
| Participant deferral / active EE | $27,909 | $8,310+235.8% | $7,997+249.0% | $6,507+328.9% |
| Admin fee / account holder | $1,062 | $14,846-92.9% | $13,435-92.1% | $12,624-91.6% |