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 | $68,011 | $85,022-20.0% | $70,515-3.6% | $139,434-51.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 26.23% | 30.38%-4.2pp | 32.77%-6.5pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,431 | $3,909-37.8% | $2,973-18.2% | $4,751-48.8% |
| Participant deferral / active EE | $13,467 | $5,890+128.6% | $4,567+194.9% | $6,710+100.7% |
| Admin fee / account holder | $892 | $8,906-90.0% | $6,412-86.1% | $11,403-92.2% |