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 | $80,702 | $183,519-56.0% | $155,509-48.1% | $145,922-44.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.80% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $11,213 | $5,313+111.1% | $4,672+140.0% | $4,660+140.6% |
| Participant deferral / active EE | $8,678 | $6,462+34.3% | $5,626+54.2% | $6,688+29.8% |
| Admin fee / account holder | $1,360 | $19,313-93.0% | $15,912-91.5% | $13,397-89.8% |