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 | $93,825 | $159,602-41.2% | $150,045-37.5% | $142,382-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.79% | 70.24%-54.4pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $11,438 | $4,961+130.6% | $4,693+143.7% | $4,299+166.1% |
| Participant deferral / active EE | $11,438 | $8,310+37.6% | $7,997+43.0% | $6,507+75.8% |
| Admin fee / account holder | $81,195 | $14,846+446.9% | $13,435+504.4% | $12,624+543.2% |