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 | $83,654 | $109,359-23.5% | $162,163-48.4% | $72,985+14.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 33.58% | 25.46%+8.1pp | 115.59%-82.0pp | 81.00%-47.4pp |
| Employer contribution / active EE | $9,333 | $3,907+138.9% | $5,614+66.3% | $2,440+282.5% |
| Participant deferral / active EE | $3,079 | $5,481-43.8% | $7,298-57.8% | $3,607-14.7% |
| Admin fee / account holder | $2,795 | $7,972-64.9% | $10,843-74.2% | $5,124-45.5% |