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 5-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 | $43,937 | $110,257-60.2% | $96,544-54.5% | $139,434-68.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.59% | 26.32%-9.7pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $11,405 | $3,620+215.1% | $2,965+284.7% | $4,751+140.1% |
| Participant deferral / active EE | $6,295 | $5,548+13.5% | $4,851+29.8% | $6,710-6.2% |
| Admin fee / account holder | $430 | $11,591-96.3% | $8,252-94.8% | $11,403-96.2% |