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 | $62,024 | $183,519-66.2% | $155,509-60.1% | $145,922-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,547 | $5,313-52.1% | $4,672-45.5% | $4,660-45.3% |
| Participant deferral / active EE | $17,588 | $6,462+172.2% | $5,626+212.6% | $6,688+163.0% |
| Admin fee / account holder | $1,155 | $19,313-94.0% | $15,912-92.7% | $13,397-91.4% |