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 3-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 | $63,993 | $127,065-49.6% | $113,168-43.5% | $142,382-55.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.83% | 24.03%-2.2pp | 24.27%-2.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $8,399 | $3,442+144.0% | $2,975+182.3% | $4,299+95.4% |
| Participant deferral / active EE | $8,399 | $5,716+46.9% | $5,107+64.5% | $6,507+29.1% |
| Admin fee / account holder | $487 | $15,736-96.9% | $12,068-96.0% | $12,624-96.1% |