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 6-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 | $74,943 | $185,200-59.5% | $142,863-47.5% | $167,490-55.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 20.48% | 8555.70%-8535.2pp | 5637.54%-5617.1pp | 478.56%-458.1pp |
| Employer contribution / active EE | $2,641 | $5,604-52.9% | $4,144-36.3% | $4,837-45.4% |
| Participant deferral / active EE | $1,087 | $4,494-75.8% | $3,837-71.7% | $6,341-82.9% |
| Admin fee / account holder | $7,553 | $8,031-5.9% | $6,560+15.1% | $12,309-38.6% |