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 6-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 | $182,267 | $159,602+14.2% | $150,045+21.5% | $142,382+28.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.30% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,958 | $4,961+40.3% | $4,693+48.3% | $4,299+61.8% |
| Participant deferral / active EE | $24,118 | $8,310+190.2% | $7,997+201.6% | $6,507+270.6% |
| Admin fee / account holder | $64,927 | $14,846+337.3% | $13,435+383.3% | $12,624+414.3% |