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 | $115,215 | $116,175-0.8% | $93,606+23.1% | $152,861-24.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.17% | 35.96%-13.8pp | 32.76%-10.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,196 | $3,218-31.7% | $2,718-19.2% | $4,762-53.9% |
| Participant deferral / active EE | $4,981 | $4,603+8.2% | $4,069+22.4% | $5,850-14.9% |
| Admin fee / account holder | $27,602 | $10,748+156.8% | $7,888+249.9% | $11,596+138.0% |