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 | $102,756 | $176,812-41.9% | $146,665-29.9% | $167,490-38.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.65% | 24.03%-9.4pp | 22.74%-8.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $10,953 | $5,160+112.3% | $4,136+164.8% | $4,837+126.4% |
| Participant deferral / active EE | $14,469 | $6,440+124.7% | $5,506+162.8% | $6,341+128.2% |
| Admin fee / account holder | $905 | $13,259-93.2% | $10,280-91.2% | $12,309-92.6% |