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 7-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 | $57,438 | $159,901-64.1% | $146,958-60.9% | $145,922-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,630 | $5,286+6.5% | $4,933+14.1% | $4,660+20.8% |
| Participant deferral / active EE | $10,653 | $8,428+26.4% | $8,070+32.0% | $6,688+59.3% |
| Admin fee / account holder | $694 | $15,044-95.4% | $12,998-94.7% | $13,397-94.8% |