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 9-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 | $110,206 | $176,377-37.5% | $134,143-17.8% | $158,922-30.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 2.88% | 63.63%-60.7pp | 36.33%-33.5pp | 302.83%-299.9pp |
| Employer contribution / active EE | $10,833 | $5,040+114.9% | $3,704+192.5% | $4,761+127.5% |
| Participant deferral / active EE | $9,390 | $4,091+129.5% | $3,499+168.4% | $5,982+57.0% |
| Admin fee / account holder | $49,347 | $8,718+466.0% | $6,684+638.2% | $11,246+338.8% |