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 6-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 | $67,448 | $117,983-42.8% | $101,794-33.7% | $142,382-52.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.05% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,021 | $2,773+45.0% | $2,289+75.7% | $4,299-6.5% |
| Participant deferral / active EE | $8,659 | $4,714+83.7% | $4,084+112.0% | $6,507+33.1% |
| Admin fee / account holder | $10,793 | $10,433+3.4% | $8,777+23.0% | $12,624-14.5% |