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 7-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 | $67,656 | $109,881-38.4% | $150,045-54.9% | $84,808-20.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.83% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $8,756 | $3,561+145.9% | $4,693+86.6% | $2,631+232.8% |
| Participant deferral / active EE | $18,251 | $6,636+175.0% | $7,997+128.2% | $4,212+333.3% |
| Admin fee / account holder | $15,297 | $8,568+78.5% | $13,435+13.9% | $7,344+108.3% |