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 7-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 | $77,811 | $165,335-52.9% | $149,696-48.0% | $158,922-51.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.07% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,859 | $5,103-24.4% | $4,644-16.9% | $4,761-18.9% |
| Participant deferral / active EE | $8,749 | $7,181+21.8% | $6,842+27.9% | $5,982+46.3% |
| Admin fee / account holder | $2,138 | $10,807-80.2% | $9,309-77.0% | $11,246-81.0% |