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 7-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 | $145,766 | $177,572-17.9% | $154,803-5.8% | $142,382+2.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.13% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,936 | $4,810+2.6% | $4,305+14.7% | $4,299+14.8% |
| Participant deferral / active EE | $8,990 | $6,272+43.3% | $5,540+62.3% | $6,507+38.1% |
| Admin fee / account holder | $3,414 | $16,786-79.7% | $14,329-76.2% | $12,624-73.0% |