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 | $69,863 | $111,535-37.4% | $105,223-33.6% | $137,256-49.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.95% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,317 | $3,939-41.2% | $3,689-37.2% | $4,156-44.3% |
| Participant deferral / active EE | $17,696 | $5,500+221.8% | $5,072+248.9% | $6,407+176.2% |
| Admin fee / account holder | $1,749 | $9,721-82.0% | $8,859-80.3% | $12,270-85.7% |