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 8-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 | $70,978 | $109,881-35.4% | $150,045-52.7% | $84,808-16.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.13% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,567 | $3,561+84.4% | $4,693+39.9% | $2,631+149.6% |
| Participant deferral / active EE | $12,092 | $6,636+82.2% | $7,997+51.2% | $4,212+187.1% |
| Admin fee / account holder | $16,397 | $8,568+91.4% | $13,435+22.0% | $7,344+123.3% |