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 6-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 | $103,663 | $97,125+6.7% | $86,233+20.2% | $137,256-24.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 29.83% | 74.19%-44.4pp | 61.39%-31.6pp | 220.34%-190.5pp |
| Employer contribution / active EE | $2,809 | $2,841-1.1% | $2,504+12.2% | $4,156-32.4% |
| Participant deferral / active EE | $17,120 | $5,180+230.5% | $4,559+275.5% | $6,407+167.2% |
| Admin fee / account holder | $731 | $9,725-92.5% | $8,342-91.2% | $12,270-94.0% |