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 | $100,309 | $114,381-12.3% | $107,525-6.7% | $142,382-29.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 15.22% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $13,138 | $4,015+227.2% | $3,754+250.0% | $4,299+205.6% |
| Participant deferral / active EE | $8,846 | $5,564+59.0% | $5,116+72.9% | $6,507+35.9% |
| Admin fee / account holder | $48,277 | $9,860+389.6% | $8,919+441.3% | $12,624+282.4% |