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 | $79,792 | $209,411-61.9% | $178,490-55.3% | $158,922-49.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.30% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $10,876 | $5,706+90.6% | $5,011+117.1% | $4,761+128.4% |
| Participant deferral / active EE | $3,554 | $5,954-40.3% | $5,202-31.7% | $5,982-40.6% |
| Admin fee / account holder | $2,941 | $17,074-82.8% | $13,984-79.0% | $11,246-73.8% |