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 6-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 | $130,716 | $177,572-26.4% | $154,803-15.6% | $142,382-8.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,556 | $4,810+57.1% | $4,305+75.5% | $4,299+75.8% |
| Participant deferral / active EE | $12,932 | $6,272+106.2% | $5,540+133.4% | $6,507+98.7% |
| Admin fee / account holder | $3,074 | $16,786-81.7% | $14,329-78.5% | $12,624-75.7% |