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 | $85,055 | $209,336-59.4% | $197,124-56.9% | $137,256-38.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.26% | 48.09%-35.8pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,010 | $6,591-8.8% | $6,227-3.5% | $4,156+44.6% |
| Participant deferral / active EE | $18,465 | $9,614+92.1% | $9,135+102.1% | $6,407+188.2% |
| Admin fee / account holder | $3,067 | $17,308-82.3% | $16,298-81.2% | $12,270-75.0% |