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 | $68,819 | $81,460-15.5% | $103,333-33.4% | $80,856-14.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.49% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,935 | $3,105+58.9% | $3,868+27.6% | $2,755+79.2% |
| Participant deferral / active EE | $5,680 | $3,869+46.8% | $5,057+12.3% | $4,296+32.2% |
| Admin fee / account holder | $358 | $6,566-94.6% | $8,355-95.7% | $6,918-94.8% |