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 | $77,298 | $159,602-51.6% | $150,045-48.5% | $142,382-45.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.09% | 70.24%-56.1pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,392 | $4,961-31.6% | $4,693-27.7% | $4,299-21.1% |
| Participant deferral / active EE | $4,000 | $8,310-51.9% | $7,997-50.0% | $6,507-38.5% |
| Admin fee / account holder | $24,846 | $14,846+67.4% | $13,435+84.9% | $12,624+96.8% |