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 8-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 | $34,150 | $102,616-66.7% | $81,983-58.3% | $158,922-78.5% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.2%+3.5pp | 82.0%-9.2pp |
| Annual return | 14.84% | 61.04%-46.2pp | 41.31%-26.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $6,666 | $3,240+105.7% | $2,498+166.8% | $4,761+40.0% |
| Participant deferral / active EE | $7,087 | $4,648+52.5% | $3,722+90.4% | $5,982+18.5% |
| Admin fee / account holder | $370 | $8,235-95.5% | $5,664-93.5% | $11,246-96.7% |