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 4-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 | $71,616 | $209,336-65.8% | $197,124-63.7% | $137,256-47.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.90% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,358 | $6,591+11.6% | $6,227+18.1% | $4,156+77.0% |
| Participant deferral / active EE | $11,567 | $9,614+20.3% | $9,135+26.6% | $6,407+80.5% |
| Admin fee / account holder | $509 | $17,308-97.1% | $16,298-96.9% | $12,270-95.9% |