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 | $135,749 | $176,812-23.2% | $146,665-7.4% | $167,490-19.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.51% | 24.03%-12.5pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $17,944 | $5,160+247.7% | $4,136+333.8% | $4,837+270.9% |
| Participant deferral / active EE | $15,892 | $6,440+146.8% | $5,506+188.6% | $6,341+150.6% |
| Admin fee / account holder | $40,119 | $13,259+202.6% | $10,280+290.3% | $12,309+225.9% |