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 | $86,660 | $74,888+15.7% | $71,209+21.7% | $142,382-39.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.33% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,970 | $2,854+109.2% | $2,721+119.4% | $4,299+38.9% |
| Participant deferral / active EE | $24,875 | $4,454+458.4% | $4,175+495.8% | $6,507+282.3% |
| Admin fee / account holder | $645 | $5,568-88.4% | $5,349-87.9% | $12,624-94.9% |