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 | $66,045 | $177,572-62.8% | $154,803-57.3% | $142,382-53.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.02% | 65.07%-46.0pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,989 | $4,810+24.5% | $4,305+39.1% | $4,299+39.3% |
| Participant deferral / active EE | $11,215 | $6,272+78.8% | $5,540+102.4% | $6,507+72.4% |
| Admin fee / account holder | $3,506 | $16,786-79.1% | $14,329-75.5% | $12,624-72.2% |