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 | $89,119 | $165,984-46.3% | $164,813-45.9% | $145,922-38.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.15% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,630 | $5,273-31.2% | $4,341-16.4% | $4,660-22.1% |
| Participant deferral / active EE | $7,853 | $6,959+12.8% | $6,031+30.2% | $6,688+17.4% |
| Admin fee / account holder | $9,099 | $16,648-45.3% | $12,690-28.3% | $13,397-32.1% |