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 | $194,815 | $232,540-16.2% | $185,117+5.2% | $147,584+32.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.25% | 43.03%-29.8pp | 40.50%-27.2pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,677 | $5,195-29.2% | $4,182-12.1% | $4,876-24.6% |
| Participant deferral / active EE | $4,298 | $5,834-26.3% | $5,045-14.8% | $5,439-21.0% |
| Admin fee / account holder | $16,564 | $10,275+61.2% | $8,159+103.0% | $10,885+52.2% |