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 5-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 | $49,156 | $209,411-76.5% | $178,490-72.5% | $158,922-69.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.06% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $6,888 | $5,706+20.7% | $5,011+37.5% | $4,761+44.7% |
| Participant deferral / active EE | $4,514 | $5,954-24.2% | $5,202-13.2% | $5,982-24.5% |
| Admin fee / account holder | $907 | $17,074-94.7% | $13,984-93.5% | $11,246-91.9% |