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 4-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 | $72,525 | $117,983-38.5% | $101,794-28.8% | $142,382-49.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.01% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $8,074 | $2,773+191.2% | $2,289+252.7% | $4,299+87.8% |
| Participant deferral / active EE | $11,410 | $4,714+142.1% | $4,084+179.4% | $6,507+75.3% |
| Admin fee / account holder | $22,943 | $10,433+119.9% | $8,777+161.4% | $12,624+81.7% |