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 | $153,789 | $177,572-13.4% | $154,803-0.7% | $142,382+8.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.47% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $8,771 | $4,810+82.3% | $4,305+103.7% | $4,299+104.0% |
| Participant deferral / active EE | $3,964 | $6,272-36.8% | $5,540-28.5% | $6,507-39.1% |
| Admin fee / account holder | $1,565 | $16,786-90.7% | $14,329-89.1% | $12,624-87.6% |