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 9-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 | $55,869 | $107,334-47.9% | $92,893-39.9% | $152,861-63.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.36% | 145.58%-122.2pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,801 | $4,221+37.4% | $3,653+58.8% | $4,762+21.8% |
| Participant deferral / active EE | $19,354 | $4,845+299.5% | $4,236+356.9% | $5,850+230.8% |
| Admin fee / account holder | $1,628 | $7,079-77.0% | $5,794-71.9% | $11,596-86.0% |