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 | $87,189 | $165,335-47.3% | $149,696-41.8% | $158,922-45.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.64% | 348.15%-336.5pp | 276.60%-265.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $7,215 | $5,103+41.4% | $4,644+55.4% | $4,761+51.5% |
| Participant deferral / active EE | $2,689 | $7,181-62.6% | $6,842-60.7% | $5,982-55.0% |
| Admin fee / account holder | $483 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |