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 | $93,107 | $117,983-21.1% | $101,794-8.5% | $142,382-34.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.77% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,027 | $2,773-26.9% | $2,289-11.5% | $4,299-52.9% |
| Participant deferral / active EE | $19,231 | $4,714+308.0% | $4,084+370.9% | $6,507+195.5% |
| Admin fee / account holder | $3,163 | $10,433-69.7% | $8,777-64.0% | $12,624-74.9% |