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 | $46,763 | $77,314-39.5% | $177,989-73.7% | $80,856-42.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.79% | 18.09%-1.3pp | 294.48%-277.7pp | 35.59%-18.8pp |
| Employer contribution / active EE | $5,694 | $2,292+148.4% | $3,949+44.2% | $2,755+106.7% |
| Participant deferral / active EE | $9,203 | $4,411+108.7% | $6,276+46.6% | $4,296+114.2% |
| Admin fee / account holder | $405 | $7,191-94.4% | $10,363-96.1% | $6,918-94.1% |