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 | $128,465 | $183,963-30.2% | $162,163-20.8% | $152,861-16.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.91% | 150.76%-135.9pp | 115.59%-100.7pp | 345.32%-330.4pp |
| Employer contribution / active EE | $13,424 | $6,371+110.7% | $5,614+139.1% | $4,762+181.9% |
| Participant deferral / active EE | $12,731 | $8,034+58.5% | $7,298+74.4% | $5,850+117.6% |
| Admin fee / account holder | $127,110 | $13,121+868.7% | $10,843+1072.3% | $11,596+996.1% |