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 8-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 | $61,411 | $104,907-41.5% | $84,611-27.4% | $152,861-59.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.81% | 373.79%-352.0pp | 258.74%-236.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,563 | $3,302-22.4% | $2,652-3.4% | $4,762-46.2% |
| Participant deferral / active EE | $9,131 | $4,688+94.8% | $3,899+134.2% | $5,850+56.1% |
| Admin fee / account holder | $3,985 | $6,241-36.1% | $4,912-18.9% | $11,596-65.6% |