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 | $69,911 | $117,841-40.7% | $102,423-31.7% | $145,922-52.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.75% | 31.65%-7.9pp | 29.32%-5.6pp | 561.29%-537.5pp |
| Employer contribution / active EE | $4,473 | $3,615+23.7% | $3,023+47.9% | $4,660-4.0% |
| Participant deferral / active EE | $8,947 | $5,731+56.1% | $5,053+77.1% | $6,688+33.8% |
| Admin fee / account holder | $479 | $13,326-96.4% | $9,451-94.9% | $13,397-96.4% |