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 | $79,076 | $163,101-51.5% | $136,749-42.2% | $142,382-44.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.38% | 27.54%-11.2pp | 24.33%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,260 | $4,117-20.8% | $3,400-4.1% | $4,299-24.2% |
| Participant deferral / active EE | $17,291 | $5,585+209.6% | $4,692+268.5% | $6,507+165.7% |
| Admin fee / account holder | $352 | $14,318-97.5% | $11,386-96.9% | $12,624-97.2% |