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 | $56,073 | $106,584-47.4% | $101,326-44.7% | $142,382-60.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.10% | 36.93%-13.8pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $6,031 | $3,956+52.4% | $3,665+64.5% | $4,299+40.3% |
| Participant deferral / active EE | $16,906 | $8,297+103.8% | $7,994+111.5% | $6,507+159.8% |
| Admin fee / account holder | $318 | $11,446-97.2% | $11,185-97.2% | $12,624-97.5% |