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 | $249,422 | $214,378+16.3% | $200,582+24.3% | $142,382+75.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.78% | 46.41%-27.6pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $20,469 | $6,841+199.2% | $6,419+218.9% | $4,299+376.1% |
| Participant deferral / active EE | $34,092 | $9,865+245.6% | $9,331+265.4% | $6,507+423.9% |
| Admin fee / account holder | $508 | $17,692-97.1% | $16,305-96.9% | $12,624-96.0% |