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 8-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 | $118,909 | $165,335-28.1% | $149,696-20.6% | $158,922-25.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.89% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $13,322 | $5,103+161.1% | $4,644+186.8% | $4,761+179.8% |
| Participant deferral / active EE | $9,441 | $7,181+31.5% | $6,842+38.0% | $5,982+57.8% |
| Admin fee / account holder | $1,685 | $10,807-84.4% | $9,309-81.9% | $11,246-85.0% |