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 6-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 | $104,596 | $127,065-17.7% | $113,168-7.6% | $142,382-26.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.86% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,086 | $3,442+18.7% | $2,975+37.3% | $4,299-5.0% |
| Participant deferral / active EE | $14,836 | $5,716+159.5% | $5,107+190.5% | $6,507+128.0% |
| Admin fee / account holder | $599 | $15,736-96.2% | $12,068-95.0% | $12,624-95.3% |