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 | $92,970 | $149,734-37.9% | $118,925-21.8% | $158,922-41.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 33.62% | 19.95%+13.7pp | 35.88%-2.3pp | 302.83%-269.2pp |
| Employer contribution / active EE | $2,961 | $4,115-28.1% | $3,263-9.3% | $4,761-37.8% |
| Participant deferral / active EE | $9,325 | $5,223+78.5% | $4,265+118.6% | $5,982+55.9% |
| Admin fee / account holder | $1,264 | $8,603-85.3% | $6,581-80.8% | $11,246-88.8% |