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 | $41,295 | $124,319-66.8% | $111,297-62.9% | $167,490-75.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 31.10% | 37.44%-6.3pp | 54.65%-23.6pp | 478.56%-447.5pp |
| Employer contribution / active EE | $2,292 | $3,435-33.3% | $2,731-16.1% | $4,837-52.6% |
| Participant deferral / active EE | $15,363 | $5,180+196.6% | $4,487+242.4% | $6,341+142.3% |
| Admin fee / account holder | $688 | $10,618-93.5% | $7,964-91.4% | $12,309-94.4% |