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 | $108,819 | $183,519-40.7% | $155,509-30.0% | $145,922-25.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.95% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,664 | $5,313-49.9% | $4,672-43.0% | $4,660-42.8% |
| Participant deferral / active EE | $12,363 | $6,462+91.3% | $5,626+119.7% | $6,688+84.9% |
| Admin fee / account holder | $1,958 | $19,313-89.9% | $15,912-87.7% | $13,397-85.4% |