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 | $86,426 | $106,515-18.9% | $96,683-10.6% | $139,434-38.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.93% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $9,015 | $4,103+119.7% | $3,737+141.3% | $4,751+89.8% |
| Participant deferral / active EE | $3,688 | $5,454-32.4% | $4,878-24.4% | $6,710-45.0% |
| Admin fee / account holder | $1,371 | $7,877-82.6% | $6,730-79.6% | $11,403-88.0% |