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 | $98,903 | $165,984-40.4% | $164,813-40.0% | $145,922-32.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.77% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,399 | $5,273-35.5% | $4,341-21.7% | $4,660-27.0% |
| Participant deferral / active EE | $18,724 | $6,959+169.1% | $6,031+210.4% | $6,688+180.0% |
| Admin fee / account holder | $776 | $16,648-95.3% | $12,690-93.9% | $13,397-94.2% |