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 9-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 | $98,617 | $96,965+1.7% | $97,995+0.6% | $147,584-33.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 11.61% | 24.11%-12.5pp | 23.94%-12.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,598 | $4,536-64.8% | $4,158-61.6% | $4,876-67.2% |
| Participant deferral / active EE | $5,381 | $5,081+5.9% | $5,097+5.6% | $5,439-1.1% |
| Admin fee / account holder | $955 | $8,120-88.2% | $5,943-83.9% | $10,885-91.2% |