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 5-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 | $73,637 | $183,592-59.9% | $155,567-52.7% | $145,959-49.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,783 | $5,315-66.5% | $4,674-61.9% | $4,661-61.8% |
| Participant deferral / active EE | $7,589 | $6,464+17.4% | $5,628+34.8% | $6,689+13.5% |
| Admin fee / account holder | $6,417 | $19,318-66.8% | $15,916-59.7% | $13,398-52.1% |