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 | $106,975 | $93,024+15.0% | $77,024+38.9% | $134,475-20.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 3.07% | 62.60%-59.5pp | 42.32%-39.2pp | 417.96%-414.9pp |
| Employer contribution / active EE | $12,182 | $3,418+256.4% | $2,812+333.2% | $4,740+157.0% |
| Participant deferral / active EE | $7,199 | $5,238+37.4% | $4,426+62.6% | $6,400+12.5% |
| Admin fee / account holder | $6,891 | $6,944-0.8% | $5,425+27.0% | $11,426-39.7% |