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 | $114,275 | $129,217-11.6% | $93,406+22.3% | $158,922-28.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 15.54% | 118.21%-102.7pp | 78.05%-62.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $6,082 | $2,711+124.3% | $2,075+193.1% | $4,761+27.7% |
| Participant deferral / active EE | $6,678 | $3,909+70.8% | $3,126+113.6% | $5,982+11.6% |
| Admin fee / account holder | $3,214 | $7,383-56.5% | $5,230-38.6% | $11,246-71.4% |