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 | $58,879 | $197,591-70.2% | $177,821-66.9% | $158,922-63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.61% | 58.76%-39.1pp | 48.32%-28.7pp | 302.83%-283.2pp |
| Employer contribution / active EE | $5,567 | $6,697-16.9% | $5,918-5.9% | $4,761+16.9% |
| Participant deferral / active EE | $12,437 | $8,405+48.0% | $7,714+61.2% | $5,982+107.9% |
| Admin fee / account holder | $1,067 | $15,399-93.1% | $12,427-91.4% | $11,246-90.5% |