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 | $104,141 | $177,572-41.4% | $154,803-32.7% | $142,382-26.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.45% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,033 | $4,810+4.6% | $4,305+16.9% | $4,299+17.1% |
| Participant deferral / active EE | $14,321 | $6,272+128.3% | $5,540+158.5% | $6,507+120.1% |
| Admin fee / account holder | $68,125 | $16,786+305.8% | $14,329+375.4% | $12,624+439.7% |