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 | $112,991 | $239,571-52.8% | $183,328-38.4% | $137,256-17.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.72% | 35.69%-21.0pp | 29.67%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $27,643 | $6,148+349.7% | $5,055+446.8% | $4,156+565.1% |
| Participant deferral / active EE | $21,086 | $7,995+163.7% | $6,795+210.3% | $6,407+229.1% |
| Admin fee / account holder | $45,506 | $30,059+51.4% | $21,427+112.4% | $12,270+270.9% |