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 6-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 | $63,903 | $112,096-43.0% | $95,952-33.4% | $158,922-59.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 245.07% | 171.09%+74.0pp | 91.61%+153.5pp | 302.83%-57.8pp |
| Employer contribution / active EE | $4,330 | $3,198+35.4% | $2,541+70.4% | $4,761-9.1% |
| Participant deferral / active EE | $12,256 | $4,784+156.2% | $4,167+194.1% | $5,982+104.9% |
| Admin fee / account holder | $446 | $10,130-95.6% | $6,795-93.4% | $11,246-96.0% |