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 | $79,846 | $106,515-25.0% | $96,683-17.4% | $139,434-42.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.38% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $28,077 | $4,103+584.3% | $3,737+651.4% | $4,751+491.0% |
| Participant deferral / active EE | $20,262 | $5,454+271.5% | $4,878+315.4% | $6,710+202.0% |
| Admin fee / account holder | $533 | $7,877-93.2% | $6,730-92.1% | $11,403-95.3% |