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 10-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 | $60,077 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-78.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 5.58% | 2.55%+3.0pp | 5.24%+0.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,292 | $2,350-2.5% | $1,844+24.3% | $4,869-52.9% |
| Participant deferral / active EE | $6,083 | $2,962+105.4% | $2,591+134.8% | $5,287+15.1% |
| Admin fee / account holder | $635 | $3,725-83.0% | $2,903-78.1% | $10,132-93.7% |