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 | $102,179 | $114,381-10.7% | $107,525-5.0% | $142,382-28.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 20.08% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,166 | $4,015+3.8% | $3,754+11.0% | $4,299-3.1% |
| Participant deferral / active EE | $8,562 | $5,564+53.9% | $5,116+67.4% | $6,507+31.6% |
| Admin fee / account holder | $4,878 | $9,860-50.5% | $8,919-45.3% | $12,624-61.4% |