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 | $56,995 | $79,944-28.7% | $98,439-42.1% | $75,163-24.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 27.29% | 19.75%+7.5pp | 21.16%+6.1pp | 160.62%-133.3pp |
| Employer contribution / active EE | $3,158 | $2,264+39.5% | $3,048+3.6% | $2,670+18.3% |
| Participant deferral / active EE | $6,495 | $3,752+73.1% | $4,738+37.1% | $4,125+57.4% |
| Admin fee / account holder | $1,337 | $6,840-80.5% | $8,948-85.1% | $5,651-76.3% |