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 | $69,166 | $72,071-4.0% | $68,368+1.2% | $137,256-49.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.08% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $14,167 | $2,788+408.1% | $2,649+434.8% | $4,156+240.9% |
| Participant deferral / active EE | $17,499 | $4,410+296.8% | $4,123+324.4% | $6,407+173.1% |
| Admin fee / account holder | $44,719 | $5,336+738.1% | $5,150+768.4% | $12,270+264.4% |