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 | $76,926 | $95,803-19.7% | $113,168-32.0% | $84,808-9.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.25% | 25.00%-5.8pp | 24.27%-5.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $7,023 | $2,360+197.6% | $2,975+136.0% | $2,631+166.9% |
| Participant deferral / active EE | $2,634 | $4,242-37.9% | $5,107-48.4% | $4,212-37.5% |
| Admin fee / account holder | $2,596 | $8,989-71.1% | $12,068-78.5% | $7,344-64.7% |