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 | $39,061 | $157,256-75.2% | $141,162-72.3% | $152,861-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 52.07% | 64.32%-12.2pp | 71.39%-19.3pp | 345.32%-293.2pp |
| Employer contribution / active EE | $3,696 | $5,261-29.7% | $4,735-21.9% | $4,762-22.4% |
| Participant deferral / active EE | $12,521 | $7,109+76.1% | $6,709+86.6% | $5,850+114.0% |
| Admin fee / account holder | $426 | $12,120-96.5% | $10,261-95.8% | $11,596-96.3% |