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 5-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 | $73,436 | $100,773-27.1% | $88,946-17.4% | $142,382-48.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.95% | 70.18%-53.2pp | 57.82%-40.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $9,458 | $2,918+224.2% | $2,555+270.2% | $4,299+120.0% |
| Participant deferral / active EE | $8,612 | $5,230+64.7% | $4,581+88.0% | $6,507+32.4% |
| Admin fee / account holder | $11,401 | $9,693+17.6% | $8,261+38.0% | $12,624-9.7% |