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 | $51,669 | $88,710-41.8% | $81,783-36.8% | $145,959-64.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 91.01% | 1027.26%-936.2pp | 775.05%-684.0pp | 561.95%-470.9pp |
| Employer contribution / active EE | $4,207 | $3,083+36.5% | $2,913+44.5% | $4,661-9.7% |
| Participant deferral / active EE | $1,342 | $4,645-71.1% | $4,320-68.9% | $6,689-79.9% |
| Admin fee / account holder | $4,311 | $8,407-48.7% | $7,380-41.6% | $13,398-67.8% |