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 8-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 | $95,597 | $149,734-36.2% | $118,925-19.6% | $158,922-39.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.64% | 19.95%-0.3pp | 35.88%-16.2pp | 302.83%-283.2pp |
| Employer contribution / active EE | $5,630 | $4,115+36.8% | $3,263+72.6% | $4,761+18.2% |
| Participant deferral / active EE | $13,000 | $5,223+148.9% | $4,265+204.8% | $5,982+117.3% |
| Admin fee / account holder | $458 | $8,603-94.7% | $6,581-93.0% | $11,246-95.9% |