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 | $138,018 | $162,781-15.2% | $133,956+3.0% | $158,922-13.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.27% | 41.94%-24.7pp | 45.09%-27.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $14,244 | $4,975+186.3% | $3,919+263.5% | $4,761+199.2% |
| Participant deferral / active EE | $16,844 | $5,911+185.0% | $5,048+233.7% | $5,982+181.6% |
| Admin fee / account holder | $953 | $11,736-91.9% | $8,927-89.3% | $11,246-91.5% |