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 | $68,356 | $74,888-8.7% | $71,209-4.0% | $142,382-52.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.11% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,276 | $2,854+154.9% | $2,721+167.4% | $4,299+69.2% |
| Participant deferral / active EE | $4,105 | $4,454-7.8% | $4,175-1.7% | $6,507-36.9% |
| Admin fee / account holder | $719 | $5,568-87.1% | $5,349-86.6% | $12,624-94.3% |