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 10-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 | $61,002 | $135,952-55.1% | $123,892-50.8% | $273,961-77.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $11,028 | $5,170+113.3% | $4,617+138.9% | $4,869+126.5% |
| Participant deferral / active EE | $5,910 | $6,343-6.8% | $5,984-1.2% | $5,287+11.8% |
| Admin fee / account holder | $950 | $9,817-90.3% | $8,357-88.6% | $10,132-90.6% |