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 | $90,412 | $95,266-5.1% | $82,389+9.7% | $142,382-36.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.60% | 25.74%-9.1pp | 28.67%-12.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,595 | $2,991-46.7% | $2,517-36.6% | $4,299-62.9% |
| Participant deferral / active EE | $2,732 | $4,809-43.2% | $4,155-34.2% | $6,507-58.0% |
| Admin fee / account holder | $1,855 | $8,563-78.3% | $7,231-74.3% | $12,624-85.3% |