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 8-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 | $104,316 | $95,416+9.3% | $185,823-43.9% | $85,850+21.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.25% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,869 | $3,314+16.8% | $5,167-25.1% | $2,565+50.8% |
| Participant deferral / active EE | $7,841 | $3,423+129.0% | $5,568+40.8% | $3,952+98.4% |
| Admin fee / account holder | $15,189 | $7,213+110.6% | $16,237-6.5% | $6,260+142.6% |