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 | $85,865 | $177,572-51.6% | $154,803-44.5% | $142,382-39.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.91% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,724 | $4,810+81.4% | $4,305+102.6% | $4,299+102.9% |
| Participant deferral / active EE | $5,971 | $6,272-4.8% | $5,540+7.8% | $6,507-8.2% |
| Admin fee / account holder | $513 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |