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 | $101,570 | $209,336-51.5% | $197,124-48.5% | $137,256-26.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.64% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,771 | $6,591+2.7% | $6,227+8.7% | $4,156+62.9% |
| Participant deferral / active EE | $6,258 | $9,614-34.9% | $9,135-31.5% | $6,407-2.3% |
| Admin fee / account holder | $318 | $17,308-98.2% | $16,298-98.0% | $12,270-97.4% |