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 | $41,024 | $112,096-63.4% | $95,952-57.2% | $158,922-74.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.86% | 171.09%-158.2pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $9,174 | $3,198+186.9% | $2,541+261.1% | $4,761+92.7% |
| Participant deferral / active EE | $9,507 | $4,784+98.7% | $4,167+128.1% | $5,982+58.9% |
| Admin fee / account holder | $1,350 | $10,130-86.7% | $6,795-80.1% | $11,246-88.0% |