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 | $90,709 | $217,402-58.3% | $185,823-51.2% | $167,490-45.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.28% | 148.36%-138.1pp | 122.05%-111.8pp | 478.56%-468.3pp |
| Employer contribution / active EE | $9,575 | $5,873+63.0% | $5,167+85.3% | $4,837+97.9% |
| Participant deferral / active EE | $6,930 | $6,356+9.0% | $5,568+24.5% | $6,341+9.3% |
| Admin fee / account holder | $966 | $19,811-95.1% | $16,237-94.0% | $12,309-92.1% |