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 7-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 | $27,807 | $88,710-68.7% | $81,783-66.0% | $145,959-80.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.21% | 1027.26%-1010.0pp | 775.05%-757.8pp | 561.95%-544.7pp |
| Employer contribution / active EE | $1,501 | $3,083-51.3% | $2,913-48.5% | $4,661-67.8% |
| Participant deferral / active EE | $3,944 | $4,645-15.1% | $4,320-8.7% | $6,689-41.0% |
| Admin fee / account holder | $416 | $8,407-95.1% | $7,380-94.4% | $13,398-96.9% |