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 | $71,702 | $99,877-28.2% | $84,966-15.6% | $145,922-50.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.91% | 83.76%-64.8pp | 66.38%-47.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $5,974 | $3,231+84.9% | $2,727+119.1% | $4,660+28.2% |
| Participant deferral / active EE | $4,160 | $5,291-21.4% | $4,519-8.0% | $6,688-37.8% |
| Admin fee / account holder | $652 | $7,248-91.0% | $6,149-89.4% | $13,397-95.1% |