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 7-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 | $98,765 | $154,228-36.0% | $145,433-32.1% | $137,256-28.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.04% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $6,367 | $4,804+32.5% | $4,554+39.8% | $4,156+53.2% |
| Participant deferral / active EE | $19,833 | $8,216+141.4% | $7,897+151.1% | $6,407+209.6% |
| Admin fee / account holder | $483 | $14,344-96.6% | $13,129-96.3% | $12,270-96.1% |