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 | $81,735 | $162,781-49.8% | $133,956-39.0% | $158,922-48.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.38% | 41.94%-18.6pp | 45.09%-21.7pp | 302.83%-279.4pp |
| Employer contribution / active EE | $3,081 | $4,975-38.1% | $3,919-21.4% | $4,761-35.3% |
| Participant deferral / active EE | $7,746 | $5,911+31.1% | $5,048+53.5% | $5,982+29.5% |
| Admin fee / account holder | $2,953 | $11,736-74.8% | $8,927-66.9% | $11,246-73.7% |