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 | $114,014 | $71,883+58.6% | $86,677+31.5% | $68,494+66.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.02% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,154 | $2,173+91.2% | $2,836+46.5% | $2,596+60.0% |
| Participant deferral / active EE | $6,093 | $3,779+61.3% | $4,656+30.9% | $4,027+51.3% |
| Admin fee / account holder | $6,624 | $6,112+8.4% | $7,493-11.6% | $5,403+22.6% |