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 | $71,814 | $217,402-67.0% | $185,823-61.4% | $167,490-57.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.77% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,082 | $5,873-64.5% | $5,167-59.7% | $4,837-57.0% |
| Participant deferral / active EE | $13,487 | $6,356+112.2% | $5,568+142.2% | $6,341+112.7% |
| Admin fee / account holder | $2,250 | $19,811-88.6% | $16,237-86.1% | $12,309-81.7% |