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 | $104,103 | $179,726-42.1% | $156,263-33.4% | $142,382-26.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.63% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $13,429 | $5,069+164.9% | $4,333+209.9% | $4,299+212.4% |
| Participant deferral / active EE | $8,197 | $6,956+17.8% | $6,158+33.1% | $6,507+26.0% |
| Admin fee / account holder | $358 | $17,272-97.9% | $14,255-97.5% | $12,624-97.2% |