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 | $47,872 | $201,259-76.2% | $184,200-74.0% | $145,959-67.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.16% | 28.98%-4.8pp | 28.80%-4.6pp | 561.95%-537.8pp |
| Employer contribution / active EE | $4,355 | $7,018-37.9% | $6,424-32.2% | $4,661-6.6% |
| Participant deferral / active EE | $11,098 | $9,806+13.2% | $9,132+21.5% | $6,689+65.9% |
| Admin fee / account holder | $1,563 | $16,372-90.5% | $13,907-88.8% | $13,398-88.3% |