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 9-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 | $50,084 | $107,934-53.6% | $91,989-45.6% | $152,861-67.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.64% | 89.24%-67.6pp | 69.02%-47.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $14,052 | $4,210+233.8% | $3,452+307.1% | $4,762+195.1% |
| Participant deferral / active EE | $7,333 | $6,364+15.2% | $5,923+23.8% | $5,850+25.4% |
| Admin fee / account holder | $827 | $10,520-92.1% | $7,743-89.3% | $11,596-92.9% |