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 4-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 | $76,399 | $87,013-12.2% | $106,213-28.1% | $80,856-5.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 28.83% | 17.05%+11.8pp | 116.14%-87.3pp | 35.59%-6.8pp |
| Employer contribution / active EE | $6,079 | $2,395+153.8% | $3,171+91.7% | $2,755+120.7% |
| Participant deferral / active EE | $6,728 | $3,986+68.8% | $5,016+34.1% | $4,296+56.6% |
| Admin fee / account holder | $9,560 | $8,431+13.4% | $11,033-13.4% | $6,918+38.2% |