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 | $100,469 | $179,726-44.1% | $156,263-35.7% | $142,382-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.46% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $14,119 | $5,069+178.5% | $4,333+225.8% | $4,299+228.4% |
| Participant deferral / active EE | $9,680 | $6,956+39.2% | $6,158+57.2% | $6,507+48.8% |
| Admin fee / account holder | $669 | $17,272-96.1% | $14,255-95.3% | $12,624-94.7% |