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 | $75,218 | $176,056-57.3% | $159,436-52.8% | $167,490-55.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.89% | 331.75%-309.9pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $9,926 | $5,297+87.4% | $4,829+105.5% | $4,837+105.2% |
| Participant deferral / active EE | $10,845 | $7,750+39.9% | $7,352+47.5% | $6,341+71.0% |
| Admin fee / account holder | $2,611 | $12,554-79.2% | $10,799-75.8% | $12,309-78.8% |