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 | $106,876 | $91,538+16.8% | $129,995-17.8% | $75,163+42.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 28.94% | -631.11%+660.0pp | -137.18%+166.1pp | 160.62%-131.7pp |
| Employer contribution / active EE | $2,725 | $2,845-4.2% | $4,320-36.9% | $2,670+2.1% |
| Participant deferral / active EE | $5,664 | $4,341+30.5% | $5,820-2.7% | $4,125+37.3% |
| Admin fee / account holder | $6,290 | $6,790-7.4% | $10,614-40.7% | $5,651+11.3% |