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 | $65,051 | $114,381-43.1% | $107,525-39.5% | $142,382-54.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.76% | 242.71%-225.9pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $11,198 | $4,015+178.9% | $3,754+198.3% | $4,299+160.5% |
| Participant deferral / active EE | $6,382 | $5,564+14.7% | $5,116+24.8% | $6,507-1.9% |
| Admin fee / account holder | $5,012 | $9,860-49.2% | $8,919-43.8% | $12,624-60.3% |