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 | $70,790 | $112,729-37.2% | $98,716-28.3% | $137,256-48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.60% | 38.48%-18.9pp | 31.81%-12.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $8,072 | $2,725+196.2% | $2,279+254.3% | $4,156+94.2% |
| Participant deferral / active EE | $6,990 | $4,640+50.6% | $4,048+72.7% | $6,407+9.1% |
| Admin fee / account holder | $4,775 | $10,129-52.9% | $8,703-45.1% | $12,270-61.1% |