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 8-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 | $48,848 | $114,047-57.2% | $96,139-49.2% | $167,490-70.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.74% | 189.88%-172.1pp | 191.94%-174.2pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,025 | $3,427-70.1% | $2,797-63.4% | $4,837-78.8% |
| Participant deferral / active EE | $1,258 | $5,194-75.8% | $4,349-71.1% | $6,341-80.2% |
| Admin fee / account holder | $4,637 | $6,897-32.8% | $5,537-16.3% | $12,309-62.3% |