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 | $20,452 | $74,927-72.7% | $101,794-79.9% | $84,808-75.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 35.09% | 18.70%+16.4pp | 30.53%+4.6pp | 40.90%-5.8pp |
| Employer contribution / active EE | $6,206 | $1,522+307.8% | $2,289+171.1% | $2,631+135.9% |
| Participant deferral / active EE | $9,908 | $3,099+219.7% | $4,084+142.6% | $4,212+135.3% |
| Admin fee / account holder | $4,692 | $6,514-28.0% | $8,777-46.5% | $7,344-36.1% |