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 | $115,356 | $214,378-46.2% | $200,582-42.5% | $142,382-19.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.47% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $9,361 | $6,841+36.8% | $6,419+45.8% | $4,299+117.7% |
| Participant deferral / active EE | $9,315 | $9,865-5.6% | $9,331-0.2% | $6,507+43.2% |
| Admin fee / account holder | $1,088 | $17,692-93.9% | $16,305-93.3% | $12,624-91.4% |