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 | $112,623 | $112,096+0.5% | $95,952+17.4% | $158,922-29.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.48% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,250 | $3,198-60.9% | $2,541-50.8% | $4,761-73.7% |
| Participant deferral / active EE | $5,319 | $4,784+11.2% | $4,167+27.6% | $5,982-11.1% |
| Admin fee / account holder | $28,756 | $10,130+183.9% | $6,795+323.2% | $11,246+155.7% |