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 4-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 | $26,824 | $185,822-85.6% | $169,993-84.2% | $139,434-80.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 44.66% | 60.50%-15.8pp | 53.37%-8.7pp | 372.94%-328.3pp |
| Employer contribution / active EE | $3,934 | $7,590-48.2% | $6,785-42.0% | $4,751-17.2% |
| Participant deferral / active EE | $10,494 | $11,622-9.7% | $10,408+0.8% | $6,710+56.4% |
| Admin fee / account holder | $557 | $15,381-96.4% | $12,815-95.7% | $11,403-95.1% |