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 | $85,903 | $172,111-50.1% | $150,298-42.8% | $137,256-37.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.58% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $18,036 | $4,636+289.0% | $4,154+334.2% | $4,156+334.0% |
| Participant deferral / active EE | $8,090 | $6,166+31.2% | $5,453+48.4% | $6,407+26.3% |
| Admin fee / account holder | $5,570 | $16,471-66.2% | $14,116-60.5% | $12,270-54.6% |