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 | $62,421 | $148,534-58.0% | $135,903-54.1% | $139,434-55.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.54% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $5,266 | $5,243+0.4% | $4,856+8.4% | $4,751+10.8% |
| Participant deferral / active EE | $15,714 | $8,100+94.0% | $7,758+102.6% | $6,710+134.2% |
| Admin fee / account holder | $656 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |