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 8-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 | $64,336 | $73,933-13.0% | $96,683-33.5% | $75,163-14.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.67% | 26.70%-6.0pp | 35.69%-15.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $4,188 | $2,928+43.1% | $3,737+12.1% | $2,670+56.9% |
| Participant deferral / active EE | $6,797 | $3,659+85.8% | $4,878+39.3% | $4,125+64.8% |
| Admin fee / account holder | $25,212 | $5,216+383.3% | $6,730+274.6% | $5,651+346.2% |