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 | $98,072 | $159,602-38.6% | $150,045-34.6% | $142,382-31.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.67% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $10,885 | $4,961+119.4% | $4,693+131.9% | $4,299+153.2% |
| Participant deferral / active EE | $23,824 | $8,310+186.7% | $7,997+197.9% | $6,507+266.1% |
| Admin fee / account holder | $383 | $14,846-97.4% | $13,435-97.2% | $12,624-97.0% |