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 | $49,076 | $111,754-56.1% | $103,333-52.5% | $145,922-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.99% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,125 | $4,212-49.6% | $3,868-45.1% | $4,660-54.4% |
| Participant deferral / active EE | $3,300 | $5,619-41.3% | $5,057-34.8% | $6,688-50.7% |
| Admin fee / account holder | $16,638 | $9,750+70.6% | $8,355+99.1% | $13,397+24.2% |