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 | $95,253 | $183,519-48.1% | $155,509-38.7% | $145,922-34.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 25.70% | 61.17%-35.5pp | 64.67%-39.0pp | 561.29%-535.6pp |
| Employer contribution / active EE | $10,873 | $5,313+104.7% | $4,672+132.7% | $4,660+133.4% |
| Participant deferral / active EE | $6,434 | $6,462-0.4% | $5,626+14.4% | $6,688-3.8% |
| Admin fee / account holder | $3,333 | $19,313-82.7% | $15,912-79.1% | $13,397-75.1% |