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 | $48,846 | $104,907-53.4% | $84,611-42.3% | $152,861-68.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.41% | 373.79%-356.4pp | 258.74%-241.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $7,620 | $3,302+130.8% | $2,652+187.3% | $4,762+60.0% |
| Participant deferral / active EE | $4,750 | $4,688+1.3% | $3,899+21.8% | $5,850-18.8% |
| Admin fee / account holder | $501 | $6,241-92.0% | $4,912-89.8% | $11,596-95.7% |