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 6-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 | $60,422 | $185,822-67.5% | $169,993-64.5% | $139,434-56.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.02% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,358 | $7,590-42.6% | $6,785-35.8% | $4,751-8.3% |
| Participant deferral / active EE | $12,665 | $11,622+9.0% | $10,408+21.7% | $6,710+88.7% |
| Admin fee / account holder | $685 | $15,381-95.5% | $12,815-94.7% | $11,403-94.0% |