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 3-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 | $98,564 | $180,749-45.5% | $160,784-38.7% | $137,256-28.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.00% | 2234.46%-2217.5pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $45,088 | $4,155+985.1% | $3,733+1107.9% | $4,156+984.9% |
| Participant deferral / active EE | $2,500 | $6,844-63.5% | $6,293-60.3% | $6,407-61.0% |
| Admin fee / account holder | $1,939 | $10,397-81.4% | $9,717-80.0% | $12,270-84.2% |