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 | $78,926-36.5% | $136,749-63.3% | $84,808-40.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.80% | 18.17%-4.4pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,075 | $2,134+90.9% | $3,400+19.9% | $2,631+54.9% |
| Participant deferral / active EE | $8,515 | $3,168+168.7% | $4,692+81.5% | $4,212+102.2% |
| Admin fee / account holder | $7,572 | $6,369+18.9% | $11,386-33.5% | $7,344+3.1% |