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 | $99,190 | $109,413-9.3% | $156,263-36.5% | $84,808+17.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.44% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,899 | $2,907+102.9% | $4,333+36.1% | $2,631+124.2% |
| Participant deferral / active EE | $7,156 | $4,590+55.9% | $6,158+16.2% | $4,212+69.9% |
| Admin fee / account holder | $4,342 | $9,357-53.6% | $14,255-69.5% | $7,344-40.9% |