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 | $52,559 | $109,881-52.2% | $150,045-65.0% | $84,808-38.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 45.70% | 28.25%+17.5pp | 62.55%-16.8pp | 40.90%+4.8pp |
| Employer contribution / active EE | $9,702 | $3,561+172.4% | $4,693+106.7% | $2,631+268.7% |
| Participant deferral / active EE | $9,174 | $6,636+38.2% | $7,997+14.7% | $4,212+117.8% |
| Admin fee / account holder | $10,787 | $8,568+25.9% | $13,435-19.7% | $7,344+46.9% |