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 | $111,426 | $148,978-25.2% | $200,582-44.4% | $84,808+31.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.11% | 28.16%-11.1pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,056 | $4,815+46.5% | $6,419+9.9% | $2,631+168.2% |
| Participant deferral / active EE | $14,007 | $7,142+96.1% | $9,331+50.1% | $4,212+232.6% |
| Admin fee / account holder | $8,692 | $13,977-37.8% | $16,305-46.7% | $7,344+18.4% |