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 | $67,221 | $104,974-36.0% | $95,585-29.7% | $142,382-52.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.91% | 210.33%-187.4pp | 38.56%-15.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $11,654 | $2,779+319.4% | $2,527+361.3% | $4,299+171.1% |
| Participant deferral / active EE | $28,430 | $4,352+553.3% | $4,023+606.8% | $6,507+336.9% |
| Admin fee / account holder | $7,328 | $6,386+14.7% | $6,127+19.6% | $12,624-42.0% |