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 | $76,685 | $167,484-54.2% | $151,611-49.4% | $134,475-43.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.27% | 7.80%-15.1pp | 3.33%-10.6pp | 417.96%-425.2pp |
| Employer contribution / active EE | $2,580 | $6,829-62.2% | $6,166-58.2% | $4,740-45.6% |
| Participant deferral / active EE | $14,580 | $8,986+62.3% | $8,363+74.3% | $6,400+127.8% |
| Admin fee / account holder | $519 | $13,783-96.2% | $11,616-95.5% | $11,426-95.5% |