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 10-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 | $55,742 | $69,207-19.5% | $64,056-13.0% | $139,434-60.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.35% | 45.88%-26.5pp | 33.69%-14.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,464 | $3,182+40.3% | $2,747+62.5% | $4,751-6.0% |
| Participant deferral / active EE | $4,609 | $4,682-1.5% | $3,880+18.8% | $6,710-31.3% |
| Admin fee / account holder | $12,108 | $4,244+185.3% | $3,068+294.6% | $11,403+6.2% |