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 4-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 | $56,642 | $177,572-68.1% | $154,803-63.4% | $142,382-60.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.70% | 65.07%-38.4pp | 58.88%-32.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $15,425 | $4,810+220.7% | $4,305+258.3% | $4,299+258.8% |
| Participant deferral / active EE | $7,597 | $6,272+21.1% | $5,540+37.1% | $6,507+16.8% |
| Admin fee / account holder | $380 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |