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 6-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 | $17,088 | $110,502-84.5% | $80,716-78.8% | $167,490-89.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.32% | 120.54%-106.2pp | 87.28%-73.0pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,546 | $1,543+0.2% | $1,160+33.3% | $4,837-68.0% |
| Participant deferral / active EE | $8,266 | $2,871+187.9% | $2,146+285.2% | $6,341+30.3% |
| Admin fee / account holder | $376 | $4,545-91.7% | $3,380-88.9% | $12,309-96.9% |