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 5-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 | $119,317 | $148,534-19.7% | $135,903-12.2% | $139,434-14.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.47% | 79.19%-59.7pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $9,678 | $5,243+84.6% | $4,856+99.3% | $4,751+103.7% |
| Participant deferral / active EE | $13,356 | $8,100+64.9% | $7,758+72.2% | $6,710+99.0% |
| Admin fee / account holder | $689 | $12,400-94.4% | $10,762-93.6% | $11,403-94.0% |