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 | $58,851 | $117,983-50.1% | $101,794-42.2% | $142,382-58.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.08% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $10,118 | $2,773+264.9% | $2,289+342.0% | $4,299+135.3% |
| Participant deferral / active EE | $8,392 | $4,714+78.0% | $4,084+105.5% | $6,507+29.0% |
| Admin fee / account holder | $4,725 | $10,433-54.7% | $8,777-46.2% | $12,624-62.6% |