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 8-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 | $137,935 | $214,378-35.7% | $200,582-31.2% | $142,382-3.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.21% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,684 | $6,841-16.9% | $6,419-11.4% | $4,299+32.2% |
| Participant deferral / active EE | $9,881 | $9,865+0.2% | $9,331+5.9% | $6,507+51.8% |
| Admin fee / account holder | $2,080 | $17,692-88.2% | $16,305-87.2% | $12,624-83.5% |