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 | $134,898 | $197,591-31.7% | $177,821-24.1% | $158,922-15.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.04% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $9,340 | $6,697+39.5% | $5,918+57.8% | $4,761+96.2% |
| Participant deferral / active EE | $16,460 | $8,405+95.8% | $7,714+113.4% | $5,982+175.2% |
| Admin fee / account holder | $2,273 | $15,399-85.2% | $12,427-81.7% | $11,246-79.8% |