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 | $45,630 | $109,327-58.3% | $89,391-49.0% | $158,922-71.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.86% | 345.68%-329.8pp | 245.62%-229.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $5,460 | $3,170+72.3% | $2,586+111.2% | $4,761+14.7% |
| Participant deferral / active EE | $4,439 | $4,598-3.5% | $3,890+14.1% | $5,982-25.8% |
| Admin fee / account holder | $2,515 | $6,153-59.1% | $4,881-48.5% | $11,246-77.6% |