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 | $124,729 | $80,717+54.5% | $154,803-19.4% | $84,808+47.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.69% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,186 | $2,761+51.6% | $4,305-2.8% | $2,631+59.1% |
| Participant deferral / active EE | $7,470 | $3,303+126.1% | $5,540+34.8% | $4,212+77.4% |
| Admin fee / account holder | $5,990 | $6,746-11.2% | $14,329-58.2% | $7,344-18.4% |