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 | $98,722 | $177,572-44.4% | $154,803-36.2% | $142,382-30.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.92% | 65.07%-45.1pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,493 | $4,810-27.4% | $4,305-18.9% | $4,299-18.8% |
| Participant deferral / active EE | $11,991 | $6,272+91.2% | $5,540+116.4% | $6,507+84.3% |
| Admin fee / account holder | $1,258 | $16,786-92.5% | $14,329-91.2% | $12,624-90.0% |