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 | $47,043 | $185,822-74.7% | $169,993-72.3% | $139,434-66.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.89% | 60.50%-31.6pp | 53.37%-24.5pp | 372.94%-344.1pp |
| Employer contribution / active EE | $4,858 | $7,590-36.0% | $6,785-28.4% | $4,751+2.3% |
| Participant deferral / active EE | $10,931 | $11,622-5.9% | $10,408+5.0% | $6,710+62.9% |
| Admin fee / account holder | $1,587 | $15,381-89.7% | $12,815-87.6% | $11,403-86.1% |