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 | $72,490 | $111,535-35.0% | $105,223-31.1% | $137,256-47.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.72% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,213 | $3,939+7.0% | $3,689+14.2% | $4,156+1.4% |
| Participant deferral / active EE | $10,238 | $5,500+86.1% | $5,072+101.9% | $6,407+59.8% |
| Admin fee / account holder | $1,200 | $9,721-87.7% | $8,859-86.5% | $12,270-90.2% |