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 | $122,298 | $180,749-32.3% | $160,784-23.9% | $137,256-10.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.41% | 2234.46%-2219.0pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $6,251 | $4,155+50.4% | $3,733+67.5% | $4,156+50.4% |
| Participant deferral / active EE | $3,737 | $6,844-45.4% | $6,293-40.6% | $6,407-41.7% |
| Admin fee / account holder | $314 | $10,397-97.0% | $9,717-96.8% | $12,270-97.4% |