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 | $97,212 | $109,881-11.5% | $150,045-35.2% | $84,808+14.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.22% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $10,627 | $3,561+198.4% | $4,693+126.4% | $2,631+303.9% |
| Participant deferral / active EE | $8,885 | $6,636+33.9% | $7,997+11.1% | $4,212+111.0% |
| Admin fee / account holder | $5,407 | $8,568-36.9% | $13,435-59.8% | $7,344-26.4% |