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 | $65,770 | $159,602-58.8% | $150,045-56.2% | $142,382-53.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.74% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $6,078 | $4,961+22.5% | $4,693+29.5% | $4,299+41.4% |
| Participant deferral / active EE | $23,284 | $8,310+180.2% | $7,997+191.2% | $6,507+257.8% |
| Admin fee / account holder | $2,664 | $14,846-82.1% | $13,435-80.2% | $12,624-78.9% |