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 | $38,964 | $112,729-65.4% | $98,716-60.5% | $137,256-71.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.56% | 38.48%-16.9pp | 31.81%-10.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,196 | $2,725-19.4% | $2,279-3.6% | $4,156-47.2% |
| Participant deferral / active EE | $11,218 | $4,640+141.8% | $4,048+177.1% | $6,407+75.1% |
| Admin fee / account holder | $1,181 | $10,129-88.3% | $8,703-86.4% | $12,270-90.4% |