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 | $45,419 | $72,071-37.0% | $68,368-33.6% | $137,256-66.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.72% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,087 | $2,788+82.5% | $2,649+92.0% | $4,156+22.4% |
| Participant deferral / active EE | $4,053 | $4,410-8.1% | $4,123-1.7% | $6,407-36.7% |
| Admin fee / account holder | $4,989 | $5,336-6.5% | $5,150-3.1% | $12,270-59.3% |