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 7-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 | $132,105 | $201,272-34.4% | $184,203-28.3% | $145,922-9.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.04% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $6,440 | $7,022-8.3% | $6,427+0.2% | $4,660+38.2% |
| Participant deferral / active EE | $17,292 | $9,806+76.3% | $9,131+89.4% | $6,688+158.6% |
| Admin fee / account holder | $12,016 | $16,364-26.6% | $13,901-13.6% | $13,397-10.3% |