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 3-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 | $51,224 | $88,360-42.0% | $145,433-64.8% | $67,986-24.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 27.15% | 63.15%-36.0pp | 66.58%-39.4pp | 31.67%-4.5pp |
| Employer contribution / active EE | $4,008 | $3,054+31.2% | $4,554-12.0% | $2,019+98.5% |
| Participant deferral / active EE | $10,922 | $5,932+84.1% | $7,897+38.3% | $3,358+225.3% |
| Admin fee / account holder | $1,718 | $3,313-48.1% | $13,129-86.9% | $3,203-46.4% |