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 3-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 | $43,090 | $100,773-57.2% | $88,946-51.6% | $142,382-69.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.75% | 70.18%-50.4pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $7,939 | $2,918+172.1% | $2,555+210.7% | $4,299+84.7% |
| Participant deferral / active EE | $8,164 | $5,230+56.1% | $4,581+78.2% | $6,507+25.5% |
| Admin fee / account holder | $3,340 | $9,693-65.5% | $8,261-59.6% | $12,624-73.5% |