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 | $76,838 | $111,535-31.1% | $105,223-27.0% | $137,256-44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.03% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,259 | $3,939-42.7% | $3,689-38.8% | $4,156-45.6% |
| Participant deferral / active EE | $13,584 | $5,500+147.0% | $5,072+167.8% | $6,407+112.0% |
| Admin fee / account holder | $2,498 | $9,721-74.3% | $8,859-71.8% | $12,270-79.6% |