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 | $67,142 | $177,572-62.2% | $154,803-56.6% | $142,382-52.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.07% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,792 | $4,810-42.0% | $4,305-35.2% | $4,299-35.1% |
| Participant deferral / active EE | $7,130 | $6,272+13.7% | $5,540+28.7% | $6,507+9.6% |
| Admin fee / account holder | $2,380 | $16,786-85.8% | $14,329-83.4% | $12,624-81.1% |