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 | $207,265 | $179,726+15.3% | $156,263+32.6% | $142,382+45.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.84% | 77.86%-56.0pp | 59.47%-37.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,129 | $5,069+1.2% | $4,333+18.4% | $4,299+19.3% |
| Participant deferral / active EE | $9,236 | $6,956+32.8% | $6,158+50.0% | $6,507+41.9% |
| Admin fee / account holder | $29,186 | $17,272+69.0% | $14,255+104.7% | $12,624+131.2% |