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 5-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 | $70,483 | $185,822-62.1% | $169,993-58.5% | $139,434-49.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.93% | 60.50%-39.6pp | 53.37%-32.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $10,543 | $7,590+38.9% | $6,785+55.4% | $4,751+121.9% |
| Participant deferral / active EE | $14,972 | $11,622+28.8% | $10,408+43.9% | $6,710+123.1% |
| Admin fee / account holder | $655 | $15,381-95.7% | $12,815-94.9% | $11,403-94.3% |