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 | $102,989 | $183,519-43.9% | $155,509-33.8% | $145,922-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.38% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,921 | $5,313-45.0% | $4,672-37.5% | $4,660-37.3% |
| Participant deferral / active EE | $6,562 | $6,462+1.5% | $5,626+16.6% | $6,688-1.9% |
| Admin fee / account holder | $8,293 | $19,313-57.1% | $15,912-47.9% | $13,397-38.1% |