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 7-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 | $97,734 | $185,822-47.4% | $169,993-42.5% | $139,434-29.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.49% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $16,990 | $7,590+123.8% | $6,785+150.4% | $4,751+257.6% |
| Participant deferral / active EE | $10,274 | $11,622-11.6% | $10,408-1.3% | $6,710+53.1% |
| Admin fee / account holder | $542 | $15,381-96.5% | $12,815-95.8% | $11,403-95.2% |