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 | $26,416 | $106,515-75.2% | $96,683-72.7% | $139,434-81.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.52% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $5,689 | $4,103+38.6% | $3,737+52.2% | $4,751+19.7% |
| Participant deferral / active EE | $3,106 | $5,454-43.1% | $4,878-36.3% | $6,710-53.7% |
| Admin fee / account holder | $848 | $7,877-89.2% | $6,730-87.4% | $11,403-92.6% |