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 7-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 | $96,875 | $88,360+9.6% | $145,433-33.4% | $67,986+42.5% |
| Participation rate | 97.6% | 65.5%+32.1pp | 82.1%+15.5pp | 57.2%+40.4pp |
| Annual return | 35.67% | 63.15%-27.5pp | 66.58%-30.9pp | 31.67%+4.0pp |
| Employer contribution / active EE | $10,368 | $3,054+239.5% | $4,554+127.6% | $2,019+413.6% |
| Participant deferral / active EE | $16,465 | $5,932+177.6% | $7,897+108.5% | $3,358+390.3% |
| Admin fee / account holder | $5,302 | $3,313+60.0% | $13,129-59.6% | $3,203+65.5% |