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 | $69,755 | $74,888-6.9% | $71,209-2.0% | $142,382-51.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.98% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,523 | $2,854-11.6% | $2,721-7.3% | $4,299-41.3% |
| Participant deferral / active EE | $7,395 | $4,454+66.0% | $4,175+77.1% | $6,507+13.6% |
| Admin fee / account holder | $1,860 | $5,568-66.6% | $5,349-65.2% | $12,624-85.3% |