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 | $105,628 | $179,726-41.2% | $156,263-32.4% | $142,382-25.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 15.31% | 77.86%-62.5pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $13,134 | $5,069+159.1% | $4,333+203.1% | $4,299+205.5% |
| Participant deferral / active EE | $8,199 | $6,956+17.9% | $6,158+33.1% | $6,507+26.0% |
| Admin fee / account holder | $1,187 | $17,272-93.1% | $14,255-91.7% | $12,624-90.6% |