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 | $50,387 | $159,602-68.4% | $150,045-66.4% | $142,382-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.86% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,271 | $4,961+66.7% | $4,693+76.2% | $4,299+92.4% |
| Participant deferral / active EE | $9,378 | $8,310+12.9% | $7,997+17.3% | $6,507+44.1% |
| Admin fee / account holder | $15,712 | $14,846+5.8% | $13,435+17.0% | $12,624+24.5% |