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 7-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 | $41,101 | $115,770-64.5% | $101,248-59.4% | $158,922-74.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.41% | 56.14%-26.7pp | 46.47%-17.1pp | 302.83%-273.4pp |
| Employer contribution / active EE | $6,291 | $4,175+50.7% | $3,660+71.9% | $4,761+32.1% |
| Participant deferral / active EE | $7,115 | $4,957+43.5% | $4,370+62.8% | $5,982+18.9% |
| Admin fee / account holder | $615 | $7,245-91.5% | $5,945-89.7% | $11,246-94.5% |