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 | $58,669 | $183,519-68.0% | $155,509-62.3% | $145,922-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.58% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,271 | $5,313-19.6% | $4,672-8.6% | $4,660-8.3% |
| Participant deferral / active EE | $5,914 | $6,462-8.5% | $5,626+5.1% | $6,688-11.6% |
| Admin fee / account holder | $1,188 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |