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 7-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 | $85,372 | $154,228-44.6% | $145,433-41.3% | $137,256-37.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.68% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $11,333 | $4,804+135.9% | $4,554+148.8% | $4,156+172.7% |
| Participant deferral / active EE | $16,421 | $8,216+99.9% | $7,897+107.9% | $6,407+156.3% |
| Admin fee / account holder | $21,840 | $14,344+52.3% | $13,129+66.3% | $12,270+78.0% |