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 | $101,420 | $104,974-3.4% | $95,585+6.1% | $142,382-28.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.94% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $14,904 | $2,779+436.4% | $2,527+489.9% | $4,299+246.7% |
| Participant deferral / active EE | $7,328 | $4,352+68.4% | $4,023+82.2% | $6,507+12.6% |
| Admin fee / account holder | $474 | $6,386-92.6% | $6,127-92.3% | $12,624-96.2% |