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 | $117,938 | $210,648-44.0% | $177,989-33.7% | $145,922-19.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.45% | 385.86%-369.4pp | 294.48%-278.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $8,153 | $4,565+78.6% | $3,949+106.5% | $4,660+75.0% |
| Participant deferral / active EE | $8,611 | $6,958+23.8% | $6,276+37.2% | $6,688+28.8% |
| Admin fee / account holder | $7,855 | $12,013-34.6% | $10,363-24.2% | $13,397-41.4% |