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 | $82,675 | $179,726-54.0% | $156,263-47.1% | $142,382-41.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.65% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,156 | $5,069-37.7% | $4,333-27.2% | $4,299-26.6% |
| Participant deferral / active EE | $9,439 | $6,956+35.7% | $6,158+53.3% | $6,507+45.1% |
| Admin fee / account holder | $15,396 | $17,272-10.9% | $14,255+8.0% | $12,624+22.0% |