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 | $55,881 | $124,425-55.1% | $112,040-50.1% | $137,256-59.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.00% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $7,623 | $3,411+123.5% | $2,954+158.1% | $4,156+83.4% |
| Participant deferral / active EE | $43,355 | $5,718+658.2% | $5,098+750.5% | $6,407+576.7% |
| Admin fee / account holder | $47,000 | $15,207+209.1% | $12,098+288.5% | $12,270+283.0% |