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 6-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 | $66,601 | $159,602-58.3% | $150,045-55.6% | $142,382-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.55% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $6,434 | $4,961+29.7% | $4,693+37.1% | $4,299+49.7% |
| Participant deferral / active EE | $8,684 | $8,310+4.5% | $7,997+8.6% | $6,507+33.4% |
| Admin fee / account holder | $647 | $14,846-95.6% | $13,435-95.2% | $12,624-94.9% |