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 | $121,201 | $133,922-9.5% | $116,228+4.3% | $142,382-14.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.16% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,546 | $3,446-55.1% | $2,994-48.4% | $4,299-64.0% |
| Participant deferral / active EE | $16,858 | $5,672+197.2% | $4,953+240.3% | $6,507+159.1% |
| Admin fee / account holder | $794 | $14,945-94.7% | $11,989-93.4% | $12,624-93.7% |