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 | $126,357 | $110,257+14.6% | $96,544+30.9% | $139,434-9.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.51% | 26.32%-14.8pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,182 | $3,620-12.1% | $2,965+7.3% | $4,751-33.0% |
| Participant deferral / active EE | $4,518 | $5,548-18.6% | $4,851-6.9% | $6,710-32.7% |
| Admin fee / account holder | $6,477 | $11,591-44.1% | $8,252-21.5% | $11,403-43.2% |