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 | $129,688 | $159,602-18.7% | $150,045-13.6% | $142,382-8.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.33% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,006 | $4,961-39.4% | $4,693-35.9% | $4,299-30.1% |
| Participant deferral / active EE | $9,802 | $8,310+18.0% | $7,997+22.6% | $6,507+50.6% |
| Admin fee / account holder | $34,827 | $14,846+134.6% | $13,435+159.2% | $12,624+175.9% |