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 | $51,566 | $154,228-66.6% | $145,433-64.5% | $137,256-62.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.72% | 74.59%-44.9pp | 66.58%-36.9pp | 220.34%-190.6pp |
| Employer contribution / active EE | $5,764 | $4,804+20.0% | $4,554+26.6% | $4,156+38.7% |
| Participant deferral / active EE | $9,709 | $8,216+18.2% | $7,897+22.9% | $6,407+51.5% |
| Admin fee / account holder | $554 | $14,344-96.1% | $13,129-95.8% | $12,270-95.5% |