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 5-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 | $90,455 | $117,983-23.3% | $101,794-11.1% | $142,382-36.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.04% | 36.92%-24.9pp | 30.53%-18.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $13,671 | $2,773+393.0% | $2,289+497.3% | $4,299+218.0% |
| Participant deferral / active EE | $10,397 | $4,714+120.6% | $4,084+154.6% | $6,507+59.8% |
| Admin fee / account holder | $1,611 | $10,433-84.6% | $8,777-81.6% | $12,624-87.2% |