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 | $85,389 | $100,970-15.4% | $96,576-11.6% | $137,256-37.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.55% | 38.16%-15.6pp | 38.47%-15.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $10,293 | $3,809+170.2% | $3,553+189.7% | $4,156+147.7% |
| Participant deferral / active EE | $17,577 | $8,286+112.1% | $7,956+120.9% | $6,407+174.4% |
| Admin fee / account holder | $11,911 | $11,312+5.3% | $11,381+4.7% | $12,270-2.9% |