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 | $183,296 | $209,411-12.5% | $178,490+2.7% | $158,922+15.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.80% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $9,671 | $5,706+69.5% | $5,011+93.0% | $4,761+103.1% |
| Participant deferral / active EE | $8,767 | $5,954+47.2% | $5,202+68.5% | $5,982+46.5% |
| Admin fee / account holder | $384 | $17,074-97.8% | $13,984-97.3% | $11,246-96.6% |