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 | $47,104 | $88,751-46.9% | $81,812-42.4% | $145,922-67.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.38% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,709 | $3,083-12.2% | $2,912-7.0% | $4,660-41.9% |
| Participant deferral / active EE | $7,739 | $4,643+66.7% | $4,319+79.2% | $6,688+15.7% |
| Admin fee / account holder | $4,313 | $8,415-48.7% | $7,386-41.6% | $13,397-67.8% |