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 | $146,660 | $138,065+6.2% | $123,544+18.7% | $135,375+8.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 29.92% | 153.68%-123.8pp | 119.20%-89.3pp | 519.73%-489.8pp |
| Employer contribution / active EE | $11,742 | $5,151+127.9% | $4,628+153.7% | $4,779+145.7% |
| Participant deferral / active EE | $7,493 | $6,799+10.2% | $6,426+16.6% | $5,609+33.6% |
| Admin fee / account holder | $625 | $10,916-94.3% | $9,284-93.3% | $10,827-94.2% |