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 | $85,418 | $159,602-46.5% | $150,045-43.1% | $142,382-40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.86% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $14,610 | $4,961+194.5% | $4,693+211.3% | $4,299+239.8% |
| Participant deferral / active EE | $42,490 | $8,310+411.3% | $7,997+431.3% | $6,507+553.0% |
| Admin fee / account holder | $17,528 | $14,846+18.1% | $13,435+30.5% | $12,624+38.8% |