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 7-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 | $62,884 | $117,841-46.6% | $102,423-38.6% | $145,922-56.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 31.65%-17.3pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $15,043 | $3,615+316.1% | $3,023+397.5% | $4,660+222.8% |
| Participant deferral / active EE | $2,573 | $5,731-55.1% | $5,053-49.1% | $6,688-61.5% |
| Admin fee / account holder | $10,788 | $13,326-19.0% | $9,451+14.1% | $13,397-19.5% |