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 | $90,400 | $104,907-13.8% | $84,611+6.8% | $152,861-40.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.28% | 373.79%-353.5pp | 258.74%-238.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,483 | $3,302-24.8% | $2,652-6.4% | $4,762-47.9% |
| Participant deferral / active EE | $5,329 | $4,688+13.7% | $3,899+36.7% | $5,850-8.9% |
| Admin fee / account holder | $375 | $6,241-94.0% | $4,912-92.4% | $11,596-96.8% |