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 | $114,595 | $179,726-36.2% | $156,263-26.7% | $142,382-19.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.57% | 77.86%-66.3pp | 59.47%-47.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $21,056 | $5,069+315.4% | $4,333+385.9% | $4,299+389.8% |
| Participant deferral / active EE | $17,799 | $6,956+155.9% | $6,158+189.0% | $6,507+173.5% |
| Admin fee / account holder | $1,288 | $17,272-92.5% | $14,255-91.0% | $12,624-89.8% |