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 | $87,663 | $159,602-45.1% | $150,045-41.6% | $142,382-38.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.22% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,973 | $4,961-40.1% | $4,693-36.6% | $4,299-30.8% |
| Participant deferral / active EE | $9,594 | $8,310+15.5% | $7,997+20.0% | $6,507+47.4% |
| Admin fee / account holder | $78,055 | $14,846+425.8% | $13,435+481.0% | $12,624+518.3% |