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 4-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 | $66,402 | $214,378-69.0% | $200,582-66.9% | $142,382-53.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.99% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $9,935 | $6,841+45.2% | $6,419+54.8% | $4,299+131.1% |
| Participant deferral / active EE | $13,442 | $9,865+36.3% | $9,331+44.1% | $6,507+106.6% |
| Admin fee / account holder | $3,102 | $17,692-82.5% | $16,305-81.0% | $12,624-75.4% |