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 | $130,736 | $153,311-14.7% | $109,313+19.6% | $273,961-52.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.26% | 29.86%-21.6pp | 22.07%-13.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $905 | $5,619-83.9% | $3,892-76.8% | $4,869-81.4% |
| Participant deferral / active EE | $905 | $3,932-77.0% | $3,166-71.4% | $5,287-82.9% |
| Admin fee / account holder | $917 | $8,076-88.6% | $5,666-83.8% | $10,132-90.9% |