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 8-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 | $95,787 | $176,056-45.6% | $159,436-39.9% | $167,490-42.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.78% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $11,862 | $5,297+123.9% | $4,829+145.6% | $4,837+145.2% |
| Participant deferral / active EE | $6,188 | $7,750-20.2% | $7,352-15.8% | $6,341-2.4% |
| Admin fee / account holder | $965 | $12,554-92.3% | $10,799-91.1% | $12,309-92.2% |