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 | $52,284 | $106,749-51.0% | $145,433-64.0% | $82,448-36.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.64% | 27.59%-6.0pp | 66.58%-44.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $8,373 | $3,444+143.1% | $4,554+83.8% | $2,551+228.2% |
| Participant deferral / active EE | $14,802 | $6,519+127.1% | $7,897+87.4% | $4,139+257.6% |
| Admin fee / account holder | $3,969 | $8,390-52.7% | $13,129-69.8% | $7,234-45.1% |