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 8-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 | $66,535 | $178,174-62.7% | $156,181-57.4% | $137,256-51.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.37% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,522 | $4,972-49.3% | $4,294-41.3% | $4,156-39.3% |
| Participant deferral / active EE | $7,822 | $6,888+13.6% | $6,132+27.6% | $6,407+22.1% |
| Admin fee / account holder | $642 | $17,404-96.3% | $14,586-95.6% | $12,270-94.8% |