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 | $48,138 | $99,877-51.8% | $84,966-43.3% | $145,922-67.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.96% | 83.76%-62.8pp | 66.38%-45.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $5,501 | $3,231+70.2% | $2,727+101.7% | $4,660+18.1% |
| Participant deferral / active EE | $5,778 | $5,291+9.2% | $4,519+27.8% | $6,688-13.6% |
| Admin fee / account holder | $2,101 | $7,248-71.0% | $6,149-65.8% | $13,397-84.3% |