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 | $68,840 | $177,572-61.2% | $154,803-55.5% | $142,382-51.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.74% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,297 | $4,810+10.1% | $4,305+23.0% | $4,299+23.2% |
| Participant deferral / active EE | $7,116 | $6,272+13.5% | $5,540+28.4% | $6,507+9.4% |
| Admin fee / account holder | $413 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |