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 | $48,651 | $70,669-31.2% | $169,368-71.3% | $75,163-35.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 22.95% | 36.36%-13.4pp | 405.60%-382.7pp | 160.62%-137.7pp |
| Employer contribution / active EE | $3,952 | $2,211+78.7% | $4,013-1.5% | $2,670+48.0% |
| Participant deferral / active EE | $9,570 | $4,311+122.0% | $6,221+53.8% | $4,125+132.0% |
| Admin fee / account holder | $5,752 | $5,402+6.5% | $9,003-36.1% | $5,651+1.8% |