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 5-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 | $50,137 | $77,896-35.6% | $134,172-62.6% | $82,448-39.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 13.80% | 18.21%-4.4pp | 25.30%-11.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,075 | $2,159+88.7% | $3,420+19.1% | $2,551+59.7% |
| Participant deferral / active EE | $8,515 | $3,162+169.3% | $4,690+81.5% | $4,139+105.7% |
| Admin fee / account holder | $7,572 | $6,336+19.5% | $12,016-37.0% | $7,234+4.7% |