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 | $114,008 | $177,572-35.8% | $154,803-26.4% | $142,382-19.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.01% | 65.07%-40.1pp | 58.88%-33.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $9,796 | $4,810+103.6% | $4,305+127.5% | $4,299+127.9% |
| Participant deferral / active EE | $7,569 | $6,272+20.7% | $5,540+36.6% | $6,507+16.3% |
| Admin fee / account holder | $1,521 | $16,786-90.9% | $14,329-89.4% | $12,624-88.0% |