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 10-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 | $46,166 | $110,502-58.2% | $80,716-42.8% | $167,490-72.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.96% | 120.54%-106.6pp | 87.28%-73.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $6,545 | $1,543+324.3% | $1,160+464.2% | $4,837+35.3% |
| Participant deferral / active EE | $4,205 | $2,871+46.5% | $2,146+96.0% | $6,341-33.7% |
| Admin fee / account holder | $399 | $4,545-91.2% | $3,380-88.2% | $12,309-96.8% |