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 | $83,137 | $209,336-60.3% | $197,124-57.8% | $137,256-39.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.25% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,084 | $6,591-68.4% | $6,227-66.5% | $4,156-49.9% |
| Participant deferral / active EE | $13,894 | $9,614+44.5% | $9,135+52.1% | $6,407+116.9% |
| Admin fee / account holder | $1,320 | $17,308-92.4% | $16,298-91.9% | $12,270-89.2% |