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 | $62,657 | $108,912-42.5% | $100,383-37.6% | $145,959-57.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 57.96%-42.7pp | 49.26%-34.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,827 | $4,423-58.7% | $3,944-53.7% | $4,661-60.8% |
| Participant deferral / active EE | $24,078 | $8,451+184.9% | $8,086+197.8% | $6,689+260.0% |
| Admin fee / account holder | $14,432 | $9,690+48.9% | $7,900+82.7% | $13,398+7.7% |