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 | $78,618 | $117,983-33.4% | $101,794-22.8% | $142,382-44.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.00% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $17,952 | $2,773+547.4% | $2,289+684.3% | $4,299+317.6% |
| Participant deferral / active EE | $43,689 | $4,714+826.9% | $4,084+969.8% | $6,507+571.4% |
| Admin fee / account holder | $63,803 | $10,433+511.5% | $8,777+626.9% | $12,624+405.4% |