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 | $88,581 | $148,534-40.4% | $135,903-34.8% | $139,434-36.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.53% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $7,801 | $5,243+48.8% | $4,856+60.6% | $4,751+64.2% |
| Participant deferral / active EE | $6,575 | $8,100-18.8% | $7,758-15.2% | $6,710-2.0% |
| Admin fee / account holder | $3,422 | $12,400-72.4% | $10,762-68.2% | $11,403-70.0% |