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 | $25,810 | $100,852-74.4% | $90,404-71.5% | $158,922-83.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 41.75% | 1724.20%-1682.5pp | 1293.02%-1251.3pp | 302.83%-261.1pp |
| Employer contribution / active EE | $2,367 | $3,689-35.8% | $3,262-27.4% | $4,761-50.3% |
| Participant deferral / active EE | $8,490 | $4,348+95.3% | $3,963+114.2% | $5,982+41.9% |
| Admin fee / account holder | $468 | $6,501-92.8% | $5,611-91.7% | $11,246-95.8% |